Dinero Diablos!
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Dinero Diablos! The April session (third Wednesday of every month) of Dashboard Diagnostics featured the "Dinero Diablos" of northern California. The Diablos are an All-male investment club with (16) partners. The overall portfolio PAR is/was slightly low but all other indicators satisfactory. Our sector diversification review suggested a fairly "full" position in healthcare. The challenge stock is EZCORP (EZPW) and accumulation of FTI Consulting (FCN) and ITT Educational (ESI) is suggested. Finally, Oracle (ORCL) following a StockSearch to bring the portfolio PAR nearly up to the sweet spot (target.) The powerpoint used for the session is attached. Best wishes and Better Investing, Mark Robertson |
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