IBM Thesis For Secular Trends Portfolio
In the rush to get some positions picked up yesterday before the close, I posted on the IBM (IBM) buy without outlining the investment thesis for the Tech/Services 800lb gorilla. I started with a half-target position of 2%, getting in at $116.88 with 170 shares. Shares closed Friday at $118.85, mildly participating in the rally.
I [...]
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