Thu 8 Mar

Trading portfolio I bought into almond producer Select Harvests (SHV, $5.54 up 10¢, $527m) at $5.40 this morning after its breakout yesterday. to the extent that it now accounts for 5% of the portfolio, causing the cash position to slip from 14% to 9%. Today’s move helps to confirm the breakout. A logical target would … Read more

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