Making a well-reasoned argument in favour of an investment is great. But getting the call right is much, much better. I was fortunate to have a bit of both this year – with a few stinkers, too.
Of course, it’s a little tricky to extricate my own views from articles that hang on the research and voices of others. In fact, a scribe like me is prone to reporting (and therefore forwarding) both the bullish and bearish cases for a stock. Still, I did take positions and it’s worth revisiting them to see how they fared.