Subject: Re: Finding Screen Overlaps with GTR1
Thanks for the discussions, your efforts and sharing.

Do you ever eliminate any stocks for non-mechanical reasons? Like WBD is based on a buyout so if it were trading near $31 would you eliminate it?

I actually own positions in the top 9 except for LRCX, WBD and IDXX. I added LRCX today but held off on WBD and IDXX since I felt I already owned enough of the others (7 of 9).

I do not believe the 32% CAGR, though.

I wanna believe!

Thanks again