No. of Recommendations: 0
We have chosen to sell our TTS holding a buy a BLX holding. Because of the sale, our cash balances are still above $6250, so we can make another purchase, if we want. We've decided that PAYC should be the next company considered for purchase and that selling another $6250 of INFN should be the next sale decision. As usual, I'll post contingent polls to help us decide what transactions to consider next.

Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.10% 230 27.09 39.46 145.7%
ASR 3.73% 91 136.47 176.68 129.5% $ 732.31 135.4%
BIP 5.34% 559 11.15 41.20 369.6% $ 5635.93 460.1%
BLX 1.44% 218 28.57 28.57 100.0%
CHUY 2.72% 435 28.67 26.95 94.0%
CMG 7.90% 107 99.74 318.36 319.2%
DLTH 3.87% 868 21.56 19.24 89.2%
ELLI 4.67% 233 26.80 86.47 322.6%
HHC 3.54% 112 55.31 136.40 246.6%
INFN 7.67% 2917 6.92 11.34 164.0%
JLL 10.28% 258 48.30 171.81 355.7% $ 1034.34 364.0%
MKTX 5.11% 109 57.30 202.07 352.7% $ 407.66 359.2%
PAC 1.98% 79 78.76 107.86 136.9% $ 383.86 143.1%
PAYC 2.93% 115 54.09 109.96 203.3%
PRAA 7.37% 819 22.72 38.80 170.8%
SNHY 3.67% 296 11.90 53.41 448.8% $ 2294.91 514.0%
SSW 3.86% 2433 15.39 6.85 44.5% $15848.84 86.8%
STAG 5.80% 1057 23.61 23.65 100.1% $ 4356.82 117.6%
TRIP 3.91% 416 74.64 40.52 54.3%
TTD 3.06% 252 49.43 52.29 105.8%
UA 7.08% 2129 15.01 14.34 95.6%
CASH 1.98%

Which Hidden Gem best fills out this portfolio?

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 ~$6250 of PAYC
no more purchases at this time (end BUY polling)

Click here to see results so far.

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