I had a hard time finding stocks I was really crazy about. I considered TRGD, but decided there were too many unknowns. I thought about MDF, but it is too early. I thought about short positions, but knew there was at least one rate cut and I am not convinced we will be in a recession. I didn't do much additional DD, and went with the following.
Cash: Safe spot until I see something intriguing
AYSI: The increase in employment and hopefully demand should result in good growth.
ETLT: Holdover from PSL6 that I hope will run at some point.
GG: Solid gold company that should reflect gold price runs and also a solid company.
SUWN: Stevia play that may have been a mistake based upon information out today.
TGA: Play on increasing price of oil and hopefully some increased production going forward.
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