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Idea Generator Returns, November 2016 Update

This is how things looked at the end of November 2016:

The portfolio uses only conservative allocations (less than 10% per individual stock idea, except for special and rare cases like pair trades or index ETF exposure). It uses both long and short positions, and is rarely if ever at a 100% net long exposure (though it could conceivably go higher than that, it never did).

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.