CIO - Barnum Plans

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CIO
“I’d accumulate”

Firm
“Barnum Plans Team”

Research
Neutral prose

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Default Voice

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CIO Voice

Firm View

Research

Verdict Thresholds — Price vs. Morningstar Fair Value

Current Bands

Strong Buy

Discount to FV for aggressive buy.

30%

BUY when 30%+ below FV

Buy on Weakness

Moderate discount — accumulate.

15%

BUY ON WEAKNESS when 15–30% below FV

Hold Band

Within this % of FV either direction.

±

10%

HOLD within ±10% of FV

Trim / Sell

Premium at which to trim or sell.

20%

TRIM/SELL when 20%+ above FV

Morningstar Fair Value Weight

Primary Anchor

Mstar FV drives the verdict.

Balanced Input

Mstar FV is one of several inputs.

Reference Only

Mstar FV cited but doesn’t anchor.

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