stock pick for week July 6th

Results from last week:

 

Long CVH at 18.85, close at 17.5, p/l –7.16%

Long AGO at 13.69, close at 13.13, p/l –4.09%

Long ANN at 17.27, close at 15.79, p/l –8.57%

Long BKD at 15.32, close at 14.29, p/l –6.72%

Long LEAP at 13.7, close at 12.17, p/l –11.17%

Long TPX at 32.18, close at 29.33, p/l –8.86%

Long MTW at 9.85, close at 8.64, p/l –12.28%

Long GVA at 25.39, close at 22.69, p/l –10.63%

Long DIOD at 16.9, close at 15.84, p/l –6.27%

Long PWRD at 22.44, close at 22.29 p/l –0.67%

Long PIR at 6.51, close at 6.11 p/l –6.14%

Long ADS at 63.9, close at 55.7, p/l –12.83%

Average for all long positions: -7.95%

 

Short SPY at 107.87, close at 102.2, p/l, +5.26%,

 

Net p/l for the week: -2.69%

 

Portfolio since Apr 4^th: +3.21%

 

 

Stock picks for Week June 28:

 

Long ADS at 55.7,

Long CAAS at 16.66,

Long GVA at 22.69,

Long JLL at 63.36,

Long JNY at 15.17,

Long LINTA at 10.23,

Long MTW at 8.64,

Long LM at 27.44,

Long OC at 28.1,

Long TEN at 20.24,

Long TXI at 27.89,

Long UAM at 13.66

 

Short SPY at 102.2 to hedge all long positions.