Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.
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Carol - seeking profit opportunities in both rising & falling markets, tho I prefer the bull side. Founder of a non-profit German Shepherd Rescue and VP of The Seminar Group. I trade using pocket pivots & O'Neil's CANSLIM methods.