My portfolio contains stocks in specific American companies which I bought when I figured their stock was underpriced. Now there are public attacks against some of these individual companies that affect their stock price.
The attacks are random and while the immediate effect on the stock price is bad, the long-term effect is not clear.
I am trying to decide whether to keep these individual stocks and, on a broader point, how much to continue to invest in the large US corporations at all.
What information should I use to make the decision as to whether to keep the individual stocks or not?
If it makes any difference, my time horizon is the next three months --- I usually rebalance my portfolio after every tax season.