The trade war has devolved into a cold war with no end in sight. As longer-term investors we need bigger dips to buy to give us a larger margin of safety. We should see an opportunity this summer.
We have 21 current positions and that is about the most we can carry. There will not be any watch list positions until further notice. I prefer to add the normal weekly play based on conditions that week.
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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