Hmmm — Dangerous Portfolio Model includes Real-Estate & ALU & PMCS

Today the globe and mail‘s stock analysis section has a piece on screening for “the worst quality US Stocks”. Not surprisely its got real-estate and lumber companies. It also includes my least favorite telco hardware company ALU. The surprise was that it includes PMCS 👿 I always want to think good things about PMCS, but looks like I’ve been drinking the “kool-aid” again. 😦 U.S. stocks with alarm bells sounding DAVID PARKINSON November 30, 2007

Yesterday, we looked at CPMS Computerized Portfolio Management Services Inc.’s model portfolio of the lowest-quality TSX stocks, called the CPMS Dangerous Model Portfolio. Today, we examine the U.S. version of the portfolio.”

  • 1=lowest
  • 10 ALU-N Alcatel-Lucent
  • 20 PMCS-Q PMC-Sierra Inc.

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