From Forbes:
My Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 35% in 2021. Yet, some stocks still underperformed. Sometimes a pick is just wrong, and I close the position. In other cases, the market takes longer to recognize the value in a business, but the potential gain is worth the wait. I’m starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that I remain bullish on.
The Walt Disney Company (DIS), Verizon Communications, Inc. (VZ), and Spirit AeroSystems Holdings, Inc. (SPR) are three Focus List: Long Stocks that await their day in the sun.
Focus List Stocks Outperformed in 2021
The Focus List Stocks: Long Model Portfolio contains the “best of the best” of my Long Ideas, and leverages superior fundamental data, as proven in The Journal of Financial Economics, which provides a new source of alpha.
Continue reading Why I Still Like Disney, Verizon, And Spirit AeroSystems on Forbes
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