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With prime investment theses intact… we’re sticking with these 2017 winners

publication date: Nov 3, 2017
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With gains of 46%, 68%, 36% and 47% respectively these four portfolio stocks have delivered very nicely in 2017.  Let’s take a brief look at each and the reason we are still quite bullish on each.  Understanding the key thesis on stocks is often the key to avoiding the noise surrounding some names.  As these companies validate the key theses in quarterly results (including growth and profits) we tend to sleep well with these names.

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