The Blog of Nick Lumpp

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O’Reilly’s

Stocks O'Reilly's, Precision Castparts, small cap stocks, stock rally, Wabco

Recent Portfolio Updates

September 23, 2014

I’ve been a lot more active over the past few weeks as fewer and fewer stocks are participating in the rally to new highs.  Small caps in particular have been showing signs of weakness so I’ve been reducing exposure there quite a bit.  We’ve had signs all summer that the rally is losing steam.  We may…

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