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"We also have positions earmarked for a quick sale if we want to raise cash to be defensive or buy new opportunities (positions on hold that I won't name, as well as a few Buy position if they hold up best)."

Jeff, I am curious why you did not share this information (positions on hold that I won't name. I would think your goal is to be transparent and educate us on your portfolio strategies.

I would like to know your thoughts on the positions that you would sell to raise cash or buy new opportunities.

Foolish Regards,

John
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