After showing how quickly they can correct, our the stocks in our portfolio are showing off their power today, with two holding up over 10% at one point. While the rest of the world is yawning about the leaders of the world’s largest economies meeting in Seoul for a gab-fest, we’re watching the approach of the last quarterly earnings reports from the companies in the portfolio. That, plus welcoming back another old friend to the portfolio, should make for good reading.
