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No. of Recommendations: 2
David,

You mention that you're not going to pick up more HANS shares because the cash cow isn't mooing, but that doesn't seem to me like the whole and nothing but truth because you have lots of equity in your other stocks. And though selling a stock isn't applauded (for the most part) in a long term buy and hold strategy, there's nothing wrong with the move when you feel you're reinvesting the money in a better stock.

So: let's say HANS shares fell down to, oh, $10 a share. You're telling me you would still say you have no money to pick up more shares? Implied therefore is that you still believe in HANS but a $29 share price still doesn't scream crazy bargain. I'm curious. What would be a HANS share price for which you would sell some other stock to free up the cash?

Humbly,

Slothrop and Monkey
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