Here are my current industry ratings. Using my Bloomberg Terminal, I ran a screen looking for cheap companies in those industries. The result yielded eight tickers:
ACO CONN GMRK HES NSIT PDE SMRT SSI
I also added in the top 12 tickers from the last time that didn’t make it into my portfolio, and aren’t on the current list. Here are the tickers:
ABFS [DBK GR] FINL FL GGC HERO [NGX CN] PTSI RADN SNSA URI WIRE
If you have other stock ideas for me, let me know (post a comment!). Remember that I am a value investor. I like them cheap.
Aside from any names that readers might give me, my list of possible replacements is done. All that is left is to run my valuations/technicals model, and think about what to but and sell. Early next week, I will run those models, and make the decisions by Independence Day.