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I have sold a number of my GG stocks, including cutting my losses on YONG and CGA. I am reluctant to keep stocks without current input from MF, but I consider the following to have enough potential to hold them:

Four that have done well (about 20% annual return): BLX, CCH, UL, YUM

Three that I still think will pay off eventually: ARCO, GDFZY, POT

I mostly keep up with them through MF Daily and other news articles and (infrequent) posts to the old GG discussions. I admit that is a bit casual, but there it is.

Paul
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