I appreciate your list because I like having a "stable" of stocks that I keep an eye on and gain some familiarity with over time - it comes in very handy when I find myself with some spare funds to invest and I can scan the list for the best bargains available at the moment.
Such a list also allows the potential for quicker reaction to stocks that get unduly hammered as often happens when bad news hits, or stocks that drift down without any bad news and are excellent candidates for a rebound with any good news.
If you don't mind saying, I'm curious what % of your portfolio you anticipate having in COR prior to the start of the IIa results parade? I'm guessing right now you have roughly 5% of your portfolio in each of your 20 stocks, and I'm guessing you'll go higher than that for COR?... Aiming4.
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