This is a great time of year to find great companies being sold down too far as a result of window dressing and tax-loss harvesting. Many managers do not like to show they have owned big losers at the end of the year. I, on the other hand, do not mind at all. You know I own and like LULU, MOH, FOUR. I have an interesting way to play FOUR. Also FNMA, but as a pink sheet stock, it was never disclosed. These are all 3-5 year holds minimum. I will write each of these up as well as others in future posts. The 2-12B market cap range is the most fertile area as I see it today.