Question: My top five losers in my portfolio are DPLO, FIT, SBGL, IGLD, and COTY – thoughts?

Victor Yong: So the question goes back to yourself, why did you bought them initially? Is the reason for purchase still relevant?

P.j. Pahygiannis: I bought them because they were/are undervalued

Jeremy Bailey: How long have you held them? Is your thesis playing out or not? Would you buy more at the lower price because they are cheaper?

Victor Yong: P.j. Pahygiannis Besides it being undervalued, in terms of business, does it still shows the durability it has before you bought it? If it still does, then keep it, if it doesn’t then close the position. If you don’t know, then it’s time to evaluate your strategy

Michael Morse:

COTY Key Statistics | Coty Inc. Class A Common Stock Stock – Yahoo Finance

Allen Kaplun: I like DPLO @ $5. Don’t like FIT as a business model at all. Don’t like SBGL. I like the fundamentals of IGLD but would like to listen to a few conference calls from management. I would possibly consider Coty @ $6 and I question managements ability to keep costs under control. Anyway, thats my 2 cents. That and $2.75 will get you a metrocard so you can visit the folks at Coty and ask them what the heck they are doing wrong. Better hurry. I hear the MTA is raising it to $3 soon.