A company visit and model portfolio changes.

PaulRen's picture

I am today adding TYCN (10.8) and AJ (4.48) to the core model portfolio. So to not have too many selections in this model, I am today removing KCE and SVI. 

At current market price below 11, I would rate TYCN as a strong buy.  Seperately, AJ was removed...

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