A Quick Note of a few actions in the portfolio. Momentum: Added Three More Stocks We have added a few stocks to the portfolio:
• Jindal Polyfilms: A full position, this stock trades at a relatively low P/E of 9, and is in the packaging films business.
• Balrampur Chini: While we have wanted to add stocks to the longer term portfolio, this stock is showing momentum here. We'll add it here first and then move it to longer term. The stock . . .