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Archive of entries posted on 10th November 2014

Speed really matters

The momentum market has returned, but selectively — for example with GILD, CYBR, BABA, but not with Google, which is underpriced. Old standbys like BRKA, AAPL, BLK, and NKE (which I bought more of recently) continue to do well. I do continue to like DAL and AAL which will do well, given the low price […]