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No. of Recommendations: 16
The 7 Best stocks to buy today, and just recently filled tax returns, and looking at my portfolio here are some thoughts...

The market presented excellent opportunity, of course 'on hindsight' at the end of the year 2018, but looking back I realized I was prepared for that, meaning sitting with tons and tons of cash and I hardly deployed any of them, low single digit percentage.

Some of it because I wanted to stick to allocation discipline (CTT, BRX) both names I feel, I understand relatively better than many of my holdings, yet I added marginally, on hindsight, I think I should have doubled my position or increased by 50% at least across the board, and still my overall risk I would be adding to my total portfolio would few % points and the chances of both going to zero is very less and they could have continued to pay dividend, in other words these are not B&C-Mall operators. The same goes for (MA, V, GOOGL, HD, LOW, SBUX ...) all my long-term holdings and some of the new names like FDX, DIS, I was timid.

On hindsight seeing MA move from $180 to $240, may make one feel guilty but ...

I think, often investors not acting decisively when the market presents an opportunity and toil in finding opportunities at the rest of the time. Whether it is CTT, BRX or ZAYO (all the names I talked about here) have posted some pretty significant gains, like CTT from below $7 to $9.8, or BRX from $14.5 to $18, ZAYO from $22 to $32,... After a nice decline, the froth or risk is actually reduced and the chances of success is higher. But it is darkest before dawn.

Why am I writing this? Because looking today for names to invest after a pretty strong rally from the beginning of the year is counter productive. Do all your research now, and when the opportunity presents be ready to pull the trigger. You don't even have to invest or add serious sums of money, but place some bets on your conviction.

Separately, if the fundamental story of the industry and business is good and growing don't let valuation shake you out, on the other hand if the fundamentals of the industry and growth are declining, don't let valuation to suck you in.
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No. of Recommendations: 0
Any idea what caused the downdraft in ctt today?
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No. of Recommendations: 0
Most REIT's were down today, yield inched up. CTT is struggling to get over $10. Keep an eye on it, if it successfully takes it over you can get a move up to $12. Separately, Lumber is struggling of later.
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