In this episode:
1.
Management Integrity: If they miss guidance, get out.
2.
Buy the Leader: Don't nurse the loser (NVO) when the winner (LLY) is running.
3.
Positioning: Be okay with half-size until the chart proves you right.
4.
Crowded Trades: Beware of "Value" stocks that are actually just stuck longs.
5.
Execution: Never add to a loser until fundamentals and technicals improve.
Listen in for the full breakdown.