Long-Term Leaders in the portfolio, you could consider making those an additional stock to your core 8 to 10 holdings. Dave
to shed to make room for the newcomers.
which one will be the numero uno. But also, be wary of having 4 or 5 companies that are in the same sector or industry group. That increases your risk portfolio-wise! Cheers, Dave
we know your preference?
the average loss before these stocks resumed their advance was nearly 4%. So, if the drop exceeds 4% from the pivot point, then more likely than not the breakout is not so good. Cheers, Dave”)
not as strong of course as Q3 2020, but we’re watching to see if profit-taking subsides and more institutional accumulation resumes or increases.
terrific EPS increases in the past five quarters, it’ll likely take a few more years of annual earnings before you see that rating really get to 90 or 95. Dave
because we have a lot of half positions and quarter positions.)
This exceeds WON guidance on the number of stocks to hold because you want to be concentrated in winners. Could you discuss your thoughts on the number of LB stocks that your subscribers would reasonably hold at any given time and how
to build to that number?
you are going to sell down to a $7500 position OR does that mean you are going to sell 1/4 of the shares? I tend to think you’d sell down to $7500..
a 1st successful rebound off the 10-week moving average. The 10-week line is catching up.
point drop in heavy volume, or a big drop through the 10-week moving average in huge turnover. Another key rule: Sell when a stock’s industry group leaders are all selling off.
great tech company.
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never be able to match WON guidance w/o a decision to eliminate partial positions and this is probably not warranted.
great, you just have to decide when to make space for a new name and when not to.