Sandman's Portfolio 1

Description:

Thanks for checking me out. I focus on the business cycle. I look for growth, value, dividend, and specualtion. I am a value investor by modern definitions in that I have a 1-5 year time frame on stocks I buy. I also play leap options on quality names. This portfolio is my current play and key positions. I have a few other positions I am just now adding that are only a fraction of the portfolio, I will list them later once they are beyond 5% of my portfolio.

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