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No. of Recommendations: 1
MA&V together 5% allocation. I consider them duopoly and should be left alone in the portfolio. The last few years buyback makes me wonder, the stocks are going to be trading at higher multiples compared to historic level simply because of demand and supply (i.e., there are not enough shares outstanding) and some good companies are going to be enjoying multiple expansions or expanded multiples.

As an individual investor, some positions I am not going to worry whether they are performing or not, viz-a-viz someone who has to constantly beat the indexes, so YMMV.
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