No. of Recommendations: 0
My apologies for the delay. I lay down early Monday evening to read old earnings reports in preparation for the coming earnings season, while waiting for 10PM Eastern to take care of the polls. I awoke with a start early Tuesday morning. OOPS!

We decided to buy shares of PAYC and to sell shares on INFN, so both contingencies have been satisfied. The portfolio summary below reflects that activity. Our contingent polls want us to test another BLX purchase, and consider a TRIP sale. That's what we'll address tonight, and I'll post two more contingent polls. Hopefully, I won't fall asleep on the job again this polling period! Then again, I'm a geezer, and I suspect this kind of behavior goes with the territory!

Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.19% 230 27.09 41.79 154.3%
ASR 3.76% 91 136.47 180.91 132.6% $ 732.31 138.5%
BIP 5.24% 559 11.15 41.09 368.6% $ 5635.93 459.1%
BLX 1.47% 218 28.57 29.59 103.6%
CHUY 2.74% 435 28.67 27.65 96.5%
CMG 8.17% 107 99.74 334.61 335.5%
DLTH 3.76% 868 21.56 19.01 88.2%
ELLI 4.72% 233 26.80 88.80 331.3%
HHC 3.54% 112 55.31 138.50 250.4%
INFN 6.26% 2376 6.89 11.55 167.7%
JLL 10.23% 258 48.30 173.86 359.9% $ 1034.34 368.2%
MKTX 5.12% 109 57.30 205.99 359.5% $ 407.66 366.0%
PAC 1.98% 79 78.76 109.60 139.2% $ 383.86 145.3%
PAYC 4.45% 168 73.63 116.03 157.6%
PRAA 7.00% 819 22.72 37.45 164.8%
SNHY 3.69% 296 11.90 54.59 458.7% $ 2294.91 523.9%
SSW 3.82% 2433 15.39 6.88 44.7% $15848.84 87.0%
STAG 5.89% 1057 23.61 24.44 103.5% $ 4356.82 120.9%
TRIP 3.98% 416 74.64 41.98 56.2%
TTD 3.12% 252 49.43 54.21 109.7%
UA 6.90% 2129 15.01 14.20 94.6%
CASH 1.97%

Shall we buy another ~$6250 of BLX?

Thanks and best wishes,
TMFDatabaseBob (long: BOOM, CASY, CMG, DWSN, ELLI, GES, HCSG, INFN, JLL, LULU, MIDD, NUAN, PAYC, SNHY, SSW, STAG, TDG, UA, UAA)
Maintenance Coverage Fool
See what a "Coverage Fool" does here: http://www.fool.com/community/community-team.aspx
See my holdings here: http://my.fool.com/profile/TMFDatabasebob/info.aspx
Peace on Earth
BUY (another) ~$6250 of BLX
no more purchases at this time (end BUY polling)

Click here to see results so far.

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