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.
public attacks against some of these individual companies
should be the least of your concern and how the company deals with it is of importance. A mature and level headed response means the company can sail through or can adapt with changing times. So much hate is spewed against oil companies, but they are still prospering. BP was taken to the cleaners but it has now emerged lean and ready for the next challenge. Sugar hate against Pepsi and Coca Cola, but they are still selling and increasing profits for their shareholders. – DumbCoder Jan 31 '17 at 14:08