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If you're in a bull market, you want to own the strongest stocks you can find. He prefers "good, getting better", some kind of positive change that could add to the valuation, and where other people agree with him. In penalty box. Facing painful changes. Many shareholders are underwater, so you have to fight your way through all those who just want their money back. He owns RY, CM, and NA.
A daily snapshot of everything from market open to close.
