Your Portfolio Should Look Like an MLB All-Star Team

Jordan Kimmel  |

hallmark of “Magnet® Stocks”–accelerating revenues, margins, and cash flow. Companies in my portfolio also have to be trading at a discount to their growth rate and have positive price momentum. As always, by the very nature of the excellence in what I look for, there cannot be very many of them. The same is true for the Major League All-Stars.

I use the Magnet® Stock Selection Process to score all public companies on 19 different criteria. Most of what I look for is outlined in my books, Magnet Investing and The Magnet Method of Investing. I then breakdown the list by sectors and market capitalization. These lists of both “Top Magnets” and “Bottom Magnets” become the starting point of how I create portfolios. I am willing to use both long and shorts in my portfolios.

Sports have never been bigger than they are today, but there are different names on the All-Star teams. I grew up with names like Johnny Bench, Tom Seaver, and Willie Mays playing in the All-Star Game. You would not want to have them in your lineup today though. It is the same with investing in the stock market. Each new bull market is led by different companies. Magnet helps me identify the new names; the current leaders. I’ll leave the “prospects” and “has been” names for others…I want the current leaders in my portfolio.

As always, I’ll share some current ideas in The Investview Magnet Fund. None of these are recommendations, but all are in my current portfolio. As the market is currently a little “over-bought” I’ll only share a few of our long ideas.

Current longs: Taro Pharmaceutical Industries Ltd. (TARO) , Questcor Pharmaceuticals, Inc. (QCOR) , ARRIS Group, Inc. (ARRS)

Current shorts: Quidel Corp. (QDEL) , LinkedIn Corp. (LNKD)

By Jordan Kimmel, Chief Investment Officer at Investview, Inc. (INVU).

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to: http://www.equities.com/disclaimer

Companies

Symbol Name Price Change % Volume
TARO Taro Pharmaceutical Industries Ltd. 90.53 0.80 0.89 45,503 Trade
QDEL Quidel Corporation 50.72 -0.74 -1.44 294,340 Trade
LNKD LinkedIn Corporation Class A n/a n/a n/a 0 Trade
ARRS ARRIS International plc 30.81 0.07 0.23 3,076,302 Trade
SMB:CA Simba Essel Energy Inc. 0.02 0.00 0.00 279,700

Comments

Can the Media Solve the Partisan Conflict?

Andrew McCarthy, Contributing Editor, The National Review; Michael Zeldin, CNN Legal Analyst; Celeste Katz, Senior Political Reporter, Glamour; Silvia Davi, SVP, Contributing Editor, Equities.com; and Doug Simon, CEO, D S Simon Media discuss how the media’s role has shaped the landscape for communicators and what the media is trying to do to reduce discord in society.

Emerging Growth

Lexaria Bioscience Corp

Lexaria Bioscience Corp is a food sciences company. It has two distinct consumer product brands: ViPova and Lexaria Energy. It uses patent pending technology to infuse hemp oil ingredients within…