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Stuff Stocks Still Too Expensive

Whenever I write or speak in front of a group of people and feel the need to apologize for my message, I am usually right. This usually happens for two reasons. First, I am likely saying what people don’t want to hear; and second, because the message goes contrary to common opinion. So I am […]

Reaction to Toll

After reading my comments on Toll Brothers (TOL), I got the following argument from a reader that I thought was interesting: