Portfolio

Qualitative reviews

Date Ticker Graham Decision Reasoning Notes
2026-05-11 CMCSA 5/6 hold Reddit qualitative signal: legacy media headwinds, peak earnings concerns. Held existing position but did NOT re-rung after May 11 fill (concentration). Q2 2026 earnings review trigger set.
2026-05-11 EIX cancel_order Wildfire / sector concentration.
2026-05-11 FOX cancel_order Legacy media + peak earnings — failed qualitative pass.
2026-05-11 GPN cancel_order EPS collapse signal in recent guidance.
2026-05-11 HBAN cancel_order Score degradation; bank duplication.
2026-05-11 KEY cancel_order Bank duplication — already had RF/USB/BAC/MTB/TFC exposure.
2026-05-11 LEN 5/6 hold Largest individual holding. Forward EPS/FCF concerns. Q2 2026 earnings review trigger set. No add.
2026-05-11 MOS 5/6 hold Qualitative: margin compression risk on potash. Held existing, did NOT re-rung. Q2 2026 earnings review trigger set.
2026-05-11 PCG cancel_order Wildfire liability tail risk.
2026-05-11 TFC 4/6 cancel_order Post-merger integration drag with only 4/6 score.
2026-05-07 DIS 2/6 cancel_order 2/6 score; P/B too high.
2026-05-07 TROW 2/6 cancel_order 2/6 score; P/B too high.