Most people rebalance their portfolios at the end of the year, but for some reason Seth Davis decided to file his annual stock report at the start of 2016 (maybe his CPA doesn’t believe in tax-loss harvesting). In any event, it is a good refresher if you haven’t been focused on college basketball with the college football season mercifully ending. We agree with most of Seth’s buy, sell, or hold recommendations although buying the #1 team in this scenario seems akin to buying a stock with a ridiculous P/E ratio.
Indiana will be without sophomore guard James Blackmon Jr. for the rest [...]
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