Q: Probably not the best time to ask this given all the current excitement buy how do you guys determine which stocks and how many you cover and do you consistently try to weed out the weaker companies (c rating and below?) and replace them with stronger options?
Is there a fixed # of stocks you will cover and what criteria do you use to drop a stock?
Is there a fixed # of stocks you will cover and what criteria do you use to drop a stock?