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No. of Recommendations: 1
ibm - not sure - that quarter was good for a company valued so cheaply but how long does mainframe hold up? And 'cognitive' was down. I was uninspired. I am currently in think-um mode on it. I previously moved my position size to dink mode. i have no edge - this is the same wrinkle as JNJ but under a different wrapper.

what was the other - oracle? I took advantage of the move back up to move it to dink level too.

course, with me....listen and not learn...
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