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Cabot Benjamin Graham Value Investor

Latest Issue

Cabot Benjamin Graham Value Investor 284

March 8, 2018

In this month's issue, I introduce two new stocks, recommend selling two stocks and change one position from Buy to Hold. I'm consciously changing the portfolio into more defensive stocks to guard against inflationary fears.

Updates

June 14, 2018

There is one change today: from hold to sell at 111.5.
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Special Bulletins

March 14, 2018

Signet Jewelers (SIG) fell dramatically upon news surrounding the fourth-quarter earnings release. The fourth-quarter numbers were not the problem, but there were additional announcements.
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