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SWI Ratings Report - Value up 11.3%

SWI QuickPicks Ratings Report

Portfolio Value Up 11.3 %
July 17, 2015
                    
All in all a flat week, although a lot of excitement underneath the surface, including the biggest one day move between the low and the high of the day at nearly 500 points. Absolute unheard of, at least for a decade or so; speaks for the confusion in the market. However, we kept our composure and here we are, setting new records, despite Greece, China and Puerto Rico.

Our portfolio had one of our best performances since inception, up 11.3% compared to up 2.9% with the last report on June 9, 2015.

We always try and find a way to buck the trend, so we are initiating three new stocks. We have been considering if we should add a segment that suggests to buy stocks, once they trend down temporarily. If the core business of these companies is solid, this is often times is a great opportunity to jump in before its start rising again.

New Initiations

 
HILL    Dot Hill Systems Corp. 
MRGE    Merge Healthcare Incorporated
SPF    Standard Pacific Corp.

Dot Hill Systems Corp. designs, manufactures, and markets a range of software and hardware storage systems for the entry and mid-range storage markets worldwide. Its storage solutions consist of integrated hardware, firmware, and software products employing a modular system that allows end-users to add various protocol, performance, capacity, or data protection schemes. The company offers enterprise storage solutions and virtual redundant array of independent disks (RAID) adapters for the entry and midrange storage markets.

Merge Healthcare Incorporated develops software solutions that facilitate the sharing of images to create an electronic healthcare experience for patients and physicians worldwide. It operates in two segments, Merge Healthcare and Merge DNA. The company provides iConnect Enterprise Archive and iConnect Access Enterprise Viewer, an interoperability and connectivity platform for imaging and diagnostic data access; iConnect Network to electronically manage in-bound medical imaging referrals and distribution of results to referring physicians; iConnect Cloud Archive, a cloud-based and multi-tenant image archive that provides disaster recovery/business continuity services; and iConnect Retinal Screening, a software solution for the screening of chronic visual diseases.

Standard Pacific Corp. operates as a builder of single-family attached and detached homes in the United States. It constructs homes for various homebuyers primarily move-up buyers in metropolitan markets in California, Florida, the Carolinas, Texas, Arizona, and Colorado. The company also provides mortgage financing services to its homebuyers; and title examination services to its Texas and Florida homebuyers. As of December 31, 2014, it owned or controlled 35,430 home sites and had 192 active selling communities. The company was founded in 1965 and is headquartered in Irvine, California

Note:SPF does not really fall into our typical range of expertise. This recommendation is based on very personal (subjective) market feed back here in California. One of our SWI principal contributors is a realtor on the west side covering most beach cities North and South of LAX and is currently experiencing an intense lack of inventory. Can we conclude from this that new houses need to be build and will be sold?  We may be commence with more intense research on that sector.

 
We have initiated coverage on three new stocks, have downgraded two and upgraded five. As a result, the total portfolio value is up 11.3%. We always want to keep our QuickPicks list objective and free of any potential conflict of interest, but considering the performance of our list, we may want to invest ourselves.  Let us know what you think. E-Mail us at info@dynamicmarketconcepts.com.
 
 

Note: We deliberately do not use the terms "buy", "hold" or "sell", but instead use "neutral", "upgrade" and "downgrade" in our QuickPicks list. This is based on our philosophy that our QuickPicks list does not promote the buying and selling of specific stocks, but wants to assist with your overall investment decision and provide rational guidance.  Please note the stocks that we have dropped when we adjusted the portfolio. 
 
Remember, in addition to our own research for our QuickPicks section, we pour over charts, third party analyst opinions and reports from such firms and individuals that we respect, in order to reach as much of a market consensus as possible. Naturally, on occasion the investment thesis for certain picks may break down. When that happens, we try and let you know as quickly as possible. Again, do not rely on our guidance alone, but exercise your own due diligence and stick to your trading plan.
 

 
Please try out our new service www.swiresearch.com. We would appreciate if you could please pass this on to your friends and colleagues and we always appreciate your feedback and comments.
 
About SWI
SWI is a leading-edge PR, Information Marketing and Research Service with a highly frequented web site www.stockwatchindex.com, its "Rise Above The Noise" newsletter and SWI Research  site www.swiresearch.com. These services provide you with information and research on new and promising public companies. The QuickPicks section on the SWI site represents the consolidated opinions of carefully selected financial analyst blogs and opinions of leading Wall Street firms that we respect and frequently sample. The weekly SWI QuickPicks  Ratings Report keeps you informed about newly initiated stocks and potential upgrades and downgrades by us in our QuickPicks section. We are not being compensated by these companies and do not necessarily hold positions in any one of these stocks.  You can conveniently follow the live links for each of these stocks on http://www.stockwatchindex.com/swi-quickpicks for more detail.  SWI's periodical "Portfolio Performance Report" frequently updates the performance of the stocks that we have purchased and are holding in the SWI Portfolio, as published on our WatchIndex page. Please do not miss the wealth of frequently updated news, research reports, financial white papers and other valuable information elsewhere on SWI. Watch a full range of CEO and analyst interviews on our Strategic Partner site www.wideworldofstocks.com.  
 
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StockWatchIndex (SWI) is not a registered investment adviser and makes no warranty, expressed or implied, as to the accuracy, or completeness, or fitness for a purpose (investment or otherwise) of the information provided in the publications of its Newsletter, Stock Watch List or on its web sites. The provided information is not to be construed as personal financial advice, or a solicitation to buy or sell stock. Some information has been generated by what SWI deems to be reliable third party entities, but SWI does not guarantee the accuracy, timeliness, completeness or correct sequencing of the information, or  warrant any results from use of the information. We have not been compensated by any of the companies presented on this list. Readers are encouraged to consult their personal financial adviser before making any decisions to buy, sell or hold any securities mentioned herein. StockWatchIndex is not responsible for any error, mistake or shortcoming that may be occasioned at the time of publishing of the information in its newsletter or on its web sites. No liability is accepted by StockWatchIndex whatsoever for any direct, indirect or consequential loss arising from the use of the information. StockWatchIndex expressly disclaims any fiduciary responsibility or liability for any consequences, financial or otherwise arising from any reliance placed on the information provided. The included information is subject to change without notice.

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