The markets improved significantly over the last week but we are already carrying a full load of positions in anticipation of a market rebound.
The market improved as Q1 earnings begin to wind down. Hopefully our patience will be rewarded. We have 22 positions and that is about the most we can carry. If we just kept adding a new position every week we could have 50 by year-end. There is no reason to add watch list positions until we exit some of our existing plays.
New Watch List Entry:
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Stocks Dropped from Watch List:
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Active Watch List Play Descriptions:
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