J.C. Penny: A Technical and Fundamental Analysis

A request for an analysis of J.C. Penny (JCP), a holding company for 1,102 stores in North America, came in from a Platinum member.  In this blog post I will provide both technical and fundamental analysis for JCP as I see it.  First, let's examine a few technical indicators as we do for ETFs of interest.

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Reviewing and Reworking the Kenilworth Portfolio: Improving Asset Allocation Diversification

Even though I am adjusting the asset allocation plan for the Kenilworth, there will be few immediate changes as reducing bond and income holdings will incur short-term holding fees.  There is a limit order in to purchase a few shares of mid-cap blend (VO) and I will be including small-cap blend (VB) when cash becomes available.  Avoiding fees is one reason major changes will not occur with the Kenilworth this month.

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