Portfolio
Peter Lynch Portfolio
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Peter Lynch Portfolio — September 2023
Symbol | Name | Category | Rating |
---|---|---|---|
ARCH | Arch Resources Inc | Cyclical | Neutral |
ARLP | Alliance Resource Partners LP | Cyclical | Neutral |
BGFV | Big 5 Sporting Goods Corp | Cyclical | Attractive |
BKE | Buckle Inc | Cyclical | Attractive |
BPT | BP Prudhoe Bay Royalty Trust | Cyclical | Neutral |
BSM | Black Stone Minerals LP | Cyclical | Attractive |
CALM | Cal-Maine Foods Inc | Stalwart | Attractive |
CPF | Central Pacific Financial Corp | Turnaround | Attractive |
CRT | Cross Timbers Royalty Trust | Cyclical | Avoid |
DMLP | Dorchester Minerals LP | Cyclical | Attractive |
ETD | Ethan Allen Interiors Inc | Cyclical | Attractive |
HTBK | Heritage Commerce Corp | Turnaround | Attractive |
HVT | Haverty Furniture Companies Inc | Cyclical | Attractive |
IIIN | Insteel Industries Inc | Cyclical | Attractive |
IIPR | Innovative Industrial Properties Inc | Fast Grower | Attractive |
MED | Medifast Inc | Cyclical | Attractive |
METC | Ramaco Resources Inc | Cyclical | Attractive |
MGIC | Magic Software Enterprises Ltd | Fast Grower | Attractive |
MOV | Movado Group Inc | Cyclical | Attractive |
MVO | MV Oil Trust | Cyclical | Avoid |
NKSH | National Bankshares Inc | Turnaround | Attractive |
NRIM | Northrim BanCorp Inc | Turnaround | Attractive |
NRT | North European Oil Royalty Trust | Cyclical | Neutral |
NTB | Bank of N.T Butterfield & Son Ltd | Turnaround | Attractive |
PCH | PotlatchDeltic Corp | Cyclical | Neutral |
PETS | PetMed Express Inc | Stalwart | Neutral |
PRT | PermRock Royalty Trust | Cyclical | Unrated |
RGR | Sturm Ruger & Co Inc | Stalwart | Neutral |
SBGI | Sinclair Inc | Stalwart | Attractive |
SBR | Sabine Royalty Trust | Cyclical | Attractive |
SBSW | Sibanye Stillwater Ltd | Cyclical | Unrated |
SELF | Global Self Storage Inc | Stalwart | Unrated |
TRST | Trustco Bank Corp N Y | Turnaround | Attractive |
VNOM | Viper Energy Partners LP | Cyclical | Neutral |
VOC | VOC Energy Trust | Cyclical | Avoid |