Portfolios
In addition to the companies listed below, the SWI portfolio also contains an assortment of hi-yield ETFs so the portfolio generally increases in value regardless of what happens to any one individual stock.
In addition to the companies listed below, the SWI portfolio also contains an assortment of hi-yield ETFs so the portfolio generally increases in value regardless of what happens to any one individual stock.
Original Sine Wave Portfolio
LATEST TRADES
MOVING IN AND OUT OF:
LATEST TRADES
- ALB - in at 93.02 / out at 99.78
- PG - in at 88.11 / out at 91.38
- HOV - in at 2.33 / out at 2.47
MOVING IN AND OUT OF:
- PowerShares India ETF (PIN) - This one can't seem to stay above $25/share for very long. Not recommended at the moment.
- CVS Health Corporation (CVS) - It's a different investment proposition form when I bought because of the Aetna purchase, but I'm not too worried. I'll get my return eventually.
Media Portfolio
LATEST TRADES
MOVING IN AND OUT OF:
LATEST TRADES
- TRNC - in at 17.75 / out at 19.16
- SALM - in at 4.63 / out at 5.67
- DIS - in at 100.45 / out at 106.30
- P - in at 4.71 / out at 5.26; in 4.46 / out at 5.25; in at 4.71 / out at 5.26
MOVING IN AND OUT OF:
- Lee Enterprises (LEE) - The company is steadily paying down debt. Big city daily newspapers may be toast, but there will always be a market for local news.
- Snap, Inc. (Snapchat -SNAP)
- Dropbox (DBX)
- Pandora (P)
- Sinclair Broadcasting (SBGI)
- Disney (DIS)
- Roku (ROKU)
- Barnes & Noble (BKS) - Why should Amazon have all the fun? Amazon has mostly lost money on its retail business but has made billions from its spook contracts with the government. Somebody should file a cross-subsidization antitrust lawsuit against Amazon.
- Salem Media Group (SALM) - Weak current financial condition, but profitable most of the time. This is OK for short-term trading.
- Gannett (GCI)
- Sony (SNE)
- Discovery, Inc. (DISCA)