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Strategies & Market Trends : Fundamental Value Investing
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To: bruwin who wrote (3729)7/7/2014 1:59:13 PM
From: The Ox2 Recommendations

Recommended By
bruwin
Spekulatius

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As I see it, there's no real rush but I would suggest that we have some sort of minimum vote tally before we make any significant changes. Looking at the header and seeing the lowest original vote count was over 10, leads me to think that unless we get more than 10 votes to remove a stock, we shouldn't remove a company from our portfolio.

I would say that no matter what, we put our cash to work buying one of the two least performing stocks, as that was part of the original plan.

August 17 is the anniversary date, so I assume we would target Friday, August 15th as the adjustment date for our transactions. Not that we couldn't remove a company at any time if the thread decides that is the appropriate direction to take...but it would be the day I suggest we do any buying, to keep this year's moves consistent with our past rules.
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