NOTROG identifies stocks that we would like to review through a variety of means. Once identified we look for several key fundamental analysis metrics of quality growth to understand the possible or probable trajectory of a stock’s price.
We study these companies, to arrive at a recommendation to Buy, to Not Buy, or in the case of a company that we already own, to Hold, Sell or Buy More.
The results of studies are presented to the members regularly and decisions about the stocks and handling of the portfolio are decided determined the members.
Some upcoming decisions need to be made about our holdings, as the Portfolio has too many stocks currently and we should trim some of our holdings to insure we are able to sufficiently track them. We would also recommend that we have each member select a stock in our portfolio to track over time, performing a study if anything should change with the company.
We utilize the better investing stock study methodology and each member who needs will be coached on using the process. At an upcoming meeting we will be discussing new members and adding them to the better investing membership.
If you have a brokerage account, they will also have a wealth of information on stocks to review.
Photo by Markus Spiske on Unsplash
Created on September 23, 2023