Our focus in first quarter has been to concentrate only on the best companies going forward and avoid chasing marginal opportunities.
QLIK
3 posts
We moved money out of Apple (AAPL) and Intuitive Surgical (ISRG) to buy more of holdings in our favorite companies like SodaStream (SODA) and QlikTech (QLIK).
Upside stock price potential now looks not as strong in the large-caps as some of the smaller companies that can grow at a high rate for as long as a decade from now.