Fear not it is a one off! A regular bearcast will be back later today. But pro tem I talk about some of the stocks Steve Moore and I have recommended and written about recently on the Nifty Fifty. I talk about how Steve and I met and our working relationship and how we look at both the markets today and also what to recommend, comparing those stocks with the Bulletin Board favourites. And I look at how a long only portfolio should handle risk and diversification.
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