I’m actively trading yes but thesis hasn’t changed. Good stocks...

  1. PaddyMac33
    263 Posts.
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    06/12/22
    09:08
    Post #: 65167849
    I’m actively trading yes but thesis hasn’t changed. Good stocks move up and down all the time. I’ll re-enter and take profits when I see fit. Full disclosure, I have reduced exposure back to 20% for coal, oil and gas combined. Out of WDS (close to fully valued), in KAR, WHC, NHC.
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    lightbulb Created with Sketch.  Great analysis
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