Portfolio update - with four stock buy opportunities
How my investment thesis is working out for all 12 stocks in the portfolio...
Three strategies are employed in the portfolio:
Ben Graham Net-Nets (4 stocks)
Value (7 stocks)
Liquidations (1 stock)
I will be selecting a new stock pick soon, later in June. This update explains which four stocks are a buy and why, and which are holds, with a summary of key news for each stock in the portfolio.
