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January 24, 2012
Today in Class: We discussed the online presence of SMIF (on Twitter, Facebook, and this website), heard the accounting report, discussed filling out sectors with ETFs, and presented additional Buy/Hold/Sells.
Accounting Report, click here for full report. Notably we were called out on AFL and EBAY and are currently holding over 55% of the portfolio in cash.
Buy/Hold/Sells
- EMB by Tom: Hold
- VTR by Alec: Hold
- AAPL by Arvi: Hold
- AXP by Vince: Hold
- FSTR by Ryan: Hold
- TIP by Brendan: Hold
- BMY by Oliver: Hold
- DEO by Stefanie: Hold
- INTC by Jordan: Hold
- KO by Erin: Hold
- LVS by Erin: Hold
- BLK by Lindsay: Hold. The class also decided to sell (20-0-1) April $195 calls.
- UPS by Jeff: Sell. The class voted to sell (21-0) all shares at $74.98. This decision was reached due to worries about Europe and Asia, influenced in part by the IMF’s recent forecast of growth cuts globally.
- GLD by Will: Hold
- SCCO by Will: Hold