October 25, 2013
Comment on Model Portfolio activity
We added to AT&T,
Broadcom, Juniper and Merck this week and bought a position in EMC in a few
accounts. The Model is now 70% invested which is a lot for us. There may be a
pullback in November but the stocks we are adding are fairly valued and we
don’t expect a major downturn for the rest of the year. Time will tell. Our
guess- and it is a guess- is that the action is similar to last year.
*****
October 18, 2013
Comment on Model Portfolio activity
We did more buying this week on weakness in individual
stocks and also on earnings news that was positive. The settlement to the debt
ceiling and government shutdown removes that worry for a while. October is the
end of mutual fund accounting and so we would guess that no serious pullback
will occur till November. We still have buying power for such an occurrence but
we are as fully invested in accounts as prudence dictates.
*****
October 11, 2013
Comment on Model Portfolio activity
The markets aren’t going
anywhere until the Washington brouhaha is settled. Until then we continue to
add on down days.
During the week we bought more
Sprint, Sony and Abercrombie. Keep the Faith.
*****
October 4, 2013
Comment on Model Portfolio activity
During the week we repurchased
Aéropostale when it didn’t drop in the mini sell off caused by the Government
shutdown. We also added to Alco, Juniper and Abercrombie in accounts and began
positions in BankAmerica, Huntington Bank and Ford.
*****
Markets were lower during the
week and may remain so during all the political brouhaha. Markets can use time
to correct as well as price drops and time as a correcting mechanism is more
bullish.
*****
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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