No. of Recommendations: 0
The only change I made was to liquidate Intel in the mid 20s, before US government stepped in and put its heavy fingers on the scales. In hindsight it was a costly mistake.
I wonder if it might be worth selling* more Intel now (or soon)? In general, over the last decade or so, Intel has not been known for smoothly executing on their plans. And the heavy finger of government can't overcome lack of execution. Just a random thought, currently I have no position at all in Intel and never did.
* If at a zero position, then selling short.
