Yes I'm a little suprised that they recommended a sell on UNX after a positive right up last week and not POK which has been a "hold" for sometime now. You're right in what you say. The D & D portfolio at a 2.7% return is a poor performer. Keep in mind this does not include the losses incurred on previous sell recommendations so the true return for a given period is presumably in negative territory. I saw an interview with an investment manager on Bloomberg the other night. His advice..in the current market go long on everthing and don't expect a return for at least 2 - 3 years.
POK Price at posting:
32.0¢ Sentiment: LT Buy Disclosure: Held
