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No. of Recommendations: 1
Week 6.

I still have the April 16 PACB calls. I looked at APPS as I still hold the shares but the premiums were not interesting. I preferred to expose myself to further losses on the shares rather than accept a paltry premium for near the money strike price.

I continue to add to my highest conviction stocks at "better and better" prices. I may start selling lower conviction stocks to buy the better prices. This of course concentrates the portfolio while maintaining remaining cash.

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