Looking for maybe 6-8 best or high conviction ideas to start with given the current prices, as I am new to the newsletter. Appreciate it!
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I’ll try to respond to this one in some detail on Friday, but here’s the short off-the-cuff answer… I am not a short-term trader and certainly can’t tell you which stock will do better than the others I own over the next six months, but you can see from my portfolio which ones I’ve been buying most recently, and which ones I have held the longest, which is some indication of personal “conviction.” If others wish to chime in, by all means…