Ze'ev... thanks for posting the Core stocks. I understand your warning about getting in at the top. I also realize you don't short, but I do it all the time to hedge long-side risks. Do you think the Core stocks might still make good buys if they were equally hedged with SPY's or QQQ's, and, if so, which of those two do you think is more appropriate?
TIA
Hard work often pays off over time,
but laziness always pays off right now.