Monday is the end of the 3rd Q and I'm wondering if anyone has any ideas of stock that will be dropped for window dressing reason and likely repurchased by funds after 10/1.
Sorry in advance as this is not a RAS related post, but I know many of you are active traders............at least much more active than I am.
your premise does not compute- why fight against the man in the short term? Better to try to identify the stocks
that will be picked up rather than dumped. I give you AMBA anywhere near $16.50 -sell at $24 to $25.
Great answer by Joe. maybe NFLX gets added as well. As for Foulger's claim that RAs is an end of quarter "add", well that's the usual BS. No one is going to add or drop RAS at the end of the quarter for window dressing. It's just too mediocre for anyone to care one way or the other whether it's in the portfolio. Believe me, no one is checking their holdings list to see if their fund manager was in on RAS. It's a dividend play folks!
You can answer your own question by simply looking at the stocks that have gone up and down. Stocks that have gone down more than the market are more likely to be dropped for the purposes of window dressing. Stocks that have been up more than the market are more likely to be added. It's not the way I would normally trade (its really bad investment strategy), but funds, in particular, make their money by being attractive to investors, and performance is just one way in which they make themselves look attractive.
And of course playing the contrarian to such behavior probably is good investment strategy, so good luck.