A portfolio of 8 stock picks from the edge

When I picked stocks for the 8 Stock Portfolio, I had initially short listed a group of 28 stocks. I eventually removed 20 stocks and decided to focus on a select group of eight. I wrote a series of posts about the 20 Stocks Left Behind explaining my rationale for eliminating the various names from consideration. After the historic events of last week and the tumultuous movements of the markets, I thought that now would be … read on »

And now for the final post in the 20 Stocks Left Behind series. These are stocks that had been selected as initial candidates for the portfolio, but which had been removed in favor of the chosen 8 stock portfolio. Finisar (FNSR) Finisar is a technology company which makes fiber optic subsystems and network performance systems. At a glance the company seems to be increasing revenues at a nice clip while diminishing their losses. However, they are in … read on »

I am going to continue the review of stocks that I had initially selected as candidates for the portfolio, but discarded for various reasons. But first, a few words on the long term plan for this blog. I've already made one post on each of the 8 stocks in the portfolio. These posts provide the general consensus negative view on the stocks and my counterpoints and reasons for buying the stocks. This has been followed … read on »

As I mentioned in an earlier post, I had selected the 8 Stock Portfolio from a short list of almost 30 candidate stocks. I thought it would be interesting to post the stocks that I removed from consideration and the various reasons why I thought these stocks didn't measure up. This will probably be an interesting list to revisit at some point in the future. If it turns out that my removals have outperformed the 8 … read on »