5. The Contenders List:
The Contenders List includes investment opportunities that we track, but don’t currently own. We may own them in the future, if the price and market conditions are right (that’s why we track them). We assign a category to each name on the list, including SHI, OHI, FICEF, PSD, SG and PG (see above for definitions).
Like the names we do currently own, we have completed detailed analysis and written detailed reports on many of our “contenders” so we are ready if the right price and market conditions arrive.
Recently, there were 60 investments (and growing) that made it onto our Contenders List, and that is in addition to the 65 investments we own across our investment strategies (25 in Income Equity, 15 in Alternative Fixed Income, and 25 in Income via Growth). Below is a short excerpt from The Contenders List for illustrative purposes only.