"we are close enough to start and rebuild positions selectively."
If we were about to take a quick trip from 1200 to your 1500 level over the next 30 days and you could only pick 10 stocks to travel with -- which would you choose? Lately, the Q has been looking a little tired, and I wonder if they will become more lively on this next rally.
I watch your work daily, but sometimes a simple cowboy just gets confoozled.