No place for the feeble

Below is the list of Thrifty 30 companies whose year ends have passed and I have yet to review.

The reviews help me decide whether to hold the companies for another year, eject it from the them, or add more shares.

The starting point is the annual report, and since some of the companies in the list have yet to publish, I cannot yet make a decision. Northamber is one of these, although I have started the review.

I'm prioritising the weakest companies, as measured by the F_Score, and the most expensive, as measured by the Earnings Yield, and may skip some of the stronger looking companies this year, preferring instead to search for new companies to add to the portfolio.

So, as well as Northamber, Waterman, and Printing.com merit attention because their performance as businesses appears to be faltering. Castings is looking a bit pricey.

My job is to decide whether these weaknesses scupper the case for investing in the companies, which is my mechanism for continuously reducing the risk in the portfolio.