13 Dec 2019

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StockPointer® US and ADR Model Portfolio Transactions – December 2019

13 Dec 2019

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective now. Here are the details for the US portfolio :

Ins:

  1. Domino’s Pizza (DPZ) – Market Trend. Increase in the Consumer Discretionnary sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.
  2. Cummins (CMI) – Intra-sectoral transaction. In the top of its sector.
  3. Medical Properties Trust, Inc. (MPW) – Intra-sectoral transaction. In the top of its sector.
  4. Western Union (WU) – Intra-sectoral transaction. In the top of its sector.
  5. Dunkin’ Brands (DNKN) – Intra-sectoral transaction. In the top of its sector.
  6. Constellation Brands, Inc. Class A (STZ) – Intra-sectoral transaction. In the top of its sector.

Outs:

  1. TransDigm Group (TDG) – Market Trend. Decrease in the industrial sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.
  2. Expeditors International (EXPD) – Intra-sectoral transaction. No longer in the top of its sector
  3. Credit Acceptance (CACC) – Intra-sectoral transaction. No longer in the top of its sector.
  4. T. Rowe Price (TROW) – Intra-sectoral transaction. No longer in the top of its sector.
  5. Thor Industries, Inc. (THO) – Intra-sectoral transaction. No longer in the top of its sector.
  6. Lamb Weston (LW) – Intra-sectoral transaction. No longer in the top of its sector.

Here are the details for the ADR portfolio :

Ins:

  1. Megacable (MHSDF) – Market Trend. Increase in the Consumer Discretionary sector as seen in the Top 100 index, therefore, increasing our position in the portfolio.
  2. Banco Santander Brasil (BSBR) – Intra sectoral transaction. In the top of its sector.


Outs:

  1. Elbit Systems (ESLT) – Market Trend. Decrease in the industrial sector as seen in the Top 100 index, therefore, decreasing our position in the portfolio.
  2. BBVA Argentina (BBAR) – Intra sectoral transaction. No longer in the top of its sector.

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