Sales for September, 2017

We are about to re-invest for the 2017 stock season.  Would like to clear out some of the stocks we no longer want to hold.

Portfolios One, Two and Three – no sales (we made some recent sales in Portfolio One).

Portfolio Four (M):

  • Sell Devon (DVN) – hit hard by recent down turn in oil prices
  • Sell Spirit Airlines (SAVE) – in a price war with much larger competitors

Portfolio Five (D):

  • Sell Spirit Airlines (SAVE) – in a price war with much larger competitors
  • Sell Tata Motors (TTM) – value driven mostly from non-India components (Jaguar and Land Rover)

Portfolio Six:

  • Sell Tata Motors (TTM) – value driven mostly from non-India components (Jaguar and Land Rover)

Portfolio Seven (G):

  • Sell Spirit Airlines (SAVE) – in a price war with much larger competitors

Portfolio Eight (K):

  • Sell Tata Motors (TTM) – value driven mostly from non-India components (Jaguar and Land Rover)

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s