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Tickers in this report include:

Long Idea: WMT, TRV, CSCO, GILD, PPC, TGT, SAFM, SKX, LUV, LEA, WSM, AMSF, NRCIB, GNTX, CBRL, NVR, KNL, TEN, AGMN, GPS, MYGN, XLNX, IBM, MDT, STX, MSFT, BMY, CL, ADI, ACN, KIRK, DFS, WWE, INTC, LLY, BBRY, CLX, KLAC, MO, SNI, AAPL, COP, WTW, XOM, PM, MCD, VIAB, WDC, PEG, COH, ORCL, CAT, HLF, DNB, CF, CVX, AZO, DOX, F, JNJ, CB, AHL, AFL, VMI, DE, SYNT, PETM, NSR, TAX, NTAP, SYK, NVR, QCOM, STRT, CI, SYMC, AXP, KMB, WDR, CALM, RSG, GM, GT, JBSS, CBI, AET, CA, WRB, ESCA, STWD, FLR, IQNT, HOG, LEA, FDP, FL, KALU, ALL, CHKP, RL, BBW, UVE, VZ, NVDA, WFC, ETN, BRCD, ALGT, SBH, THO, MS, PGEM, DIS, CRI, SHF, SNDK, LO, DTV, LF, AFOP. OUTR, PPS

Danger Zone: VHC, ZION, MGM, HOLX, AMT, TIVO, CRS, WMB, SHLD, AMZN, TSLA, LNDC, INWK, ZNGA, SINA, NFLX, CRM, NAV, CALD, TUES, WDAY, USM, NWL, ACIW, SWIR, ANGO, HZO, ABCO, PAY, BOX, W, ATHN, NFX, BGG, SPLK, TRK, EXPE, LNCE, KBH, PFPT, NOW, CGI, SQ, POST, ZG, BLKB, CSOD, PRGO, MINI, FEYE, ACHC, EGHT, YELP, SPSC, ZOES, PRO, OSTK, ACXM, TPC, TRVG, EPAY, SNAP, STKL, PANW, DATA, LPSN, SIRI, WFM, YHOO, FDX, COF, CBS, VMC, CBG, AKAM, DFS, BJRI, IDTI, PFG, EK, ZUMZ, MS, C, FNSR, BHI, VMW, DLR, BAC, SBUX, DAL, GT, X, BXP, ED, HCP, PSA, SPG, VTR, WTM, GE, DF, COG, FULT, PX, ESRX, SWK, SCHW, ELY, SMRT, RAD, ANGI, EA, ECL, KAR, ASH, APC, LUV, CMCSA, RCL, DNKN, FBC, CMRE, OLN, MELI, HE, NCR, GLUU, BOBE, STZ, UTI, OXM, REV, B, BH, CTL, TLRD, PF, MDLZ, LOCO, SAH, TWTR, GRPN, PLNT, TXT, WWAV, PSTG, VRX, XPO, IMPV, SSTK, P, NYX, DSCM, RAX, JDAS, ARBA, HOT, LTM, OMX, ZLC, EPIQ, LNKD, MOVE, N, AOL, DWA, DWRE, EXAR, ISIL, SCTY, MKTO, JAH, QLIK, ININ, MFRM

    1 Response to "Position Update: Long Idea and Danger Zone Research"

    • John

      Does a long idea have to be a most attractive stock?

      I noticed that ratings changes for closed long ideas typically result in closing positions in less than a year. Would it be worthwhile to alter the selling criteria from the buying criteria to increase the holding period, particularly if these are high quality names with solid ROICs? Would that increase or decrease performance? It would help in terms of capital gains taxation.

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