Welcome to the weekly Front Line Profits podcast.

We had a light mailbag this week! Just a reminder: My team and I love to hear your feedback — good, bad or indifferent! So write in anytime to frontline@banyanhill.com.

In today’s podcast, I dive into several positions in our model portfolio.

I look at them as the “haves” and the “have nots.”

I explain what I’m waiting to see before we cut some of these positions — even the companies I like.

Because we have a goal here, and half the battle is knowing when to cut our losses and put that capital into positions that will help us reach our goal.

More about that in today’s podcast.

To hear it, click the “play” button below now.

If you’d like to read a transcript, just click here.

If you have questions you’d like me to address in the next podcast, reach out to frontline@banyanhill.com.

Good investing,

Matt Badiali, Editor
Front Line Profits