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No. of Recommendations: 1
If it is good enough to remain a Rule Maker, it should be good enough to get new money, right? If you accept that thinking, then it would appear logical to simply put new money into the lowest valued holding. Coke not good enough to receive new money? Then kick it out. Don't believe SGP or TROW will turn it around? Kick them out. AXP makes perfect sense to me, but it is now the smallest holding right now.
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