Hi Joe,

I think Amazon's value is stretched here, LOL! I know this is not a ground breaking news by any mean, but at an all time high, any macro/micro news will take it down hard, imho.

I love your picks overall, specially the fact that you are very patient and don't trade too much. This is a model portfolio for me since all these picks are also my top holdings.

Maybe sell half here? What do you think? Why not lock in some gains here?

Regards,

Tony

P.S. What do you get if you win this thing? I mean, there has to be something a little more than a hand shake or a pat on the back. No?