Yes and ! How does that not align with what I said. Even when I...

Yes and !
How does that not align with what I said. Even when I sold I thought the company was good value . I can sell out of a stock to buy something else even though I think the stock i am selling is cheap. As an example I have recently reduced my PRT exposure - think it’s worth 25-30% more and bought SXL , AAC and more RSG , I think all four are cheap but expect last three to add more in the next month to three than PRT .


I can be mildly positive to bullish on a stock and still sell as I think it may retrace , consolidate or has other risks and money better housed elsewhere
Again Rajen - looking to lay blame in all the wrong places