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Great post. I too like microcaps. I hope you do blog more about these and keep us updated. Why do you only own 3 of the 25? Do you think your list will do 15%+?

Yuval Taylor

I do think the stocks on my list will do very well, but I'm not a buy-and-hold-for-a-year investor. My average holding period is about three months. I'm pretty sure I can make more money that way. I doubt I could have made 45% last year if I'd just bought and held the whole year long.

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