Most days I get a number of emails from subscribers. This Friday is no different with one subscriber writing, "I am a Real Money subscriber and follow your columns daily and follow you on Twitter. Your analysis has added a lot of value. You had done an analysis on Dropbox (DBX) when it was trading in the mid 20s and it's been quite spot on. Could you please do a follow up on where it stands now if it's not asking too much. Thanks."
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These recently downgraded names are displaying both quantitative and technical deterioration.
The big question now is whether the selling over the new variant was severe enough to produce some bounce action next week?
My view is to eat some leftovers, let the rest of the day play out, and come in fresh on Monday.
Because things are changing in the world, make sure your portfolio is protected with real returns.