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In regard to the question about re-picking, let me explain.  Someone wrote that re-picking outperforms that are going up  "inflates" accuracy.  While this is true, it is not my strategy.  If one of my outperforms is up 10%, I do not end it and re-pick it.  If I were to do this, I could never get to 200 or 300 or 1000 points on a single pick.  I do end and re-pick outperform calls that are down 25% or more that I still believe in.  Let's say a stock is down 30% from when I picked it.  It has to go up about 43%  (30/70)  just to get back to even.  And if it does this, I only get 30 caps points.  So if I end it and re-pick it, I will get more points if it goes up because my basis is a lot lower and the power of compounding comes into play with the Caps points.  It's alll about math.
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