In Class Today:
The Accounting committee reported that the fund currently was overweight financials and due to the current market conditions this position was inadvisable. The BWX discussion from the previous class concluded with the analyst’s recommendation to sell the holding. Gajendra, Will, and Ryan presented their Buy/Hold/Sell’s, respectively, hold Consolidated Edison (ED), sell iShares MSCI Emerging Markets Index Fund (EEM), and hold Foster (FSTR).
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