A postscript to this series was just published on SeekingAlpha.com.
It is a free website that requires registration. The postscript is largely a
response to requests from readers of the series on SeekingAlpha.com. The
article can be found here.
SeekingAlpha.com has republished postings from The
Hedged Economist under the following topic headings: “Long/short
equity, long-term horizon, portfolio strategy, and dividend investing.” Since
it is a website specifically focused on investments, it attracts a large number
of readers to the postings.
There was a request to identify those stocks that
currently look cheap and those that looked overpriced. That is a different
approach from the portfolio focus of the postings. The postscript discusses
which stocks are currently on my watch list. It explains what looks
sufficiently interesting to look into it further. It should be looked at as a
real-time update of the portfolio.
The posting appeared on Sep. 21, 2017. It includes
references to ABBV, BA, BCE, BHF, CLX, COL, CVX, EMR, ENB, F, GE, GG, GIS, HCN,
HON, INTC, JNJ, KMB, KMI, LMT, MCD, MET, MMM, MSFT, NEM, NNN, NVS, PAAS, PEP,
PG, PPG, QCOM, S, TD, TRP, UL, UPS, UTX, VZ, WTR, and XOM.
Please accept my apology if you find this
inconvenient.
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