Today I added to my three largest shorts.
But first I bought stock.
I added to my Molina Healthcare position at $198. This is a full position, but had fallen off in relative size due to capital movements on my part. Molina is now more on par with my largest positions again.
I believe in Molina long term, and feel the political season may be shaping up as a good one for the company, which would be a nice surprise.
My original write-up from late December is worth reading again.
Molina Healthcare: Ghosts of GEICO Past
Finding a gem of an insurance company stock is not usually a lucky thing.
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