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> I have closed most of my GG positions.

Same here. I have quietly sold down most of my GG holdings over the last year.

I'm still holding onto CGA and YONG, but mostly out of curiosity how the story plays out. No major Dollars at work here.

I am also sticking with PDS and YUM for now, but considering what to do about them.

And finally, I think BLX is a keeper.

Thoughts?

V.
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