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Premium: CAPM Adds – The “Modi” Stocks

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A few portfolio changes come our way. Some of the new stocks we’ll add is due to the Modi impact - what we think his changes will affect tremendously. But first, an exit.

We exited KPIT on a Stop Loss. (Mentioned in our last note on Friday) While this is unfortunate, it’s the way stop losses work. (The stock’s down further today)

KPIT slid through its . . .

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