stock pick for the week of July 12th

Results from last week:

 

Long ADS at 55.7, close at 58.2, p/l +4.49%

Long CAAS at 16.66, close at 17.46, p/l +4.8%

Long GVA at 22.69, close at 24.55, p/l +8.2%

Long JLL at 63.36, close at 67.71, p/l 6.87%

Long JNY at 15.17, close at 15.48, p/l +2.04%

Long LINTA at 10.23, close at 10.96, p/l +7.14%

Long LM at 27.44, close at 29.52, p/l +7.58%

Long MTW at 8.64, close at 9.64, p/l +11.57%

Long OC at 28.1, close at 29.69, p/l 5.66%

Long TEN at 20.24, close at 21.86 p/l +8%

Long TXI at 27.89, close at 30.48 p/l 9.29%

Long UAM at 13.66, close at 14.31, p/l +5.64%

Average for all long positions: +6.7%

 

Short SPY at 102.2, close at 107.96, p/l, -5.64%,

 

Net p/l for the week: +1.06%

 

Portfolio since Apr 4^th: +4.27%

 

 

Stock picks for Week June 28:

 

Long ADSK at 24.93,

Long AGP at 32.21,

Long ALGT at 44.98,

Long AXL at 7.74,

Long BBBB at 37.71,

Long CAAS at 17.46,

Long CLI at 29.75,

Long DECK at 47.16,

Long FISV at 46.26,

Long MRVL at 16.62,

Long PL at 21.53,

Long PNRA at 76.06,

 

Short SPY at 107.96 to hedge all long positions.