This series started with a single reader's email last year. She was sitting mostly in cash, hunting for quality businesses trading below intrinsic value. Her question: if you were me, which are the best bets right now, and with $100,000 to put into two stocks, how would you split it? I answered her then. This is only the second time I've done this, and I think I'll keep it up. Whenever the market serves up enough good opportunities to fill a list, I'll write one of these. I'll come back to the two-stocks part of her question. First, why these opportunities exist at all. Why These Opportunities...
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