Author: John Ballard Covestor model: Mid-Cap Fundamentals Disclosure: Long ACTI, MKL, AAPL, ATVI, NFLX, AMZN, ROIC, Y, SA, PHYS * See important disclosures In February I liquidated several small positions that I considered, overall, somewhat speculative. They were my least favorite ideas and therefore were the first to go as […]
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