Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

A stock being a "core" position, does not mean it is held all the time. For instance IGT was "demoted" and then suggest for reinstatement at $25, which turned out to be quite fine. TTC seems to have a very good management team at the helm, and with its cyclical ups and dowen, I expect the next five years will bering another doubling from here. Sure, core positions are not your usual traders... SKX was kicked out, and it turned out to be an erroneous decision... AAPL which was a core position due to value in the low teens (presplit), got kicked out when valuations became excessive, it still tun a solid run after that, but not due to "value" considerations. Talking about AAPL, second position just reeinstated here at $60 flat, triple bucker discount.