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A Hot Month for Our Portfolio

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Some of our stocks have been performing extraordinarily well in the last few weeks. Or should I take that back? I will. Revise: Some of our stocks have been performing as we expected in the last few weeks, reflecting the values we have long expected. Last Thursday, I issued an alert on four of them and basically said to hold tight. But if you didn’t get into these stocks when we first bought them, and despite remarkable gains in just months, I don’t think any of them are overpriced. Each is likely to do at least as well in coming months as it has done so far.

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