The market has been shaking and baking during the past two weeks, with leading growth stocks meeting with some selling after big runs last month. While it’s never fun to see a few of our stocks hit air pockets, none have broken down, so we’re holding on and keeping a close eye on the action. One reason we’re hanging on is because we learned a few years ago to avoid too much micromanaging, a topic we write about on page 5. We do have a few names on tight leashes, but for now, the evidence tells us to remain bullish.
