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In my Instablog of 23 April, I mention buying DCO, GME, IDT, VZ.
We can't run away from history, which is that after very good results from these stocks, DCO and GME suffered serious collapses in share price...Too quickly to get out. For the record, the time is now and tonight, we are liquidating positions in DCO and GME.
The rationale for these stocks was basically to bet on stocks which had underperformed, but which might now do better. I think this is still a reasonable strategy, and more about that soon.
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