Mid-Year Trifecta Stocks Update: What’s Working, What’s Not, and What’s Coming Up

Bryan Ashenberg joined me for a mid-year Trifecta Stocks update. So far in 2014, we are lagging – that’s part of the game – but we are making big strides and are looking to enjoy some nice gains over the coming months. We talked about Amazon, which didn’t quite make the quant cut, so we are exiting the position. This tells us our discipline is important and must be followed; adding Amazon was an error and will be corrected. Bryan mentioned some new plays we are looking at (particularly C and GK) and we took some questions.