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5 (New) Buys, and 5 ‘Deletions’ to the 2014 Stock Buy List

Here are my reasons for those 2014 buy and sell decisions

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Harris (HRS) has been a wonderful investment. The communications equipment stock is up over 42% on the year, and it just hit a new all-time high. My concern is that the business environment for HRS will be much more challenging over the next few years (government spending in particular). I have little doubt that Harris can handle these challenges well, but for now, I’d prefer to focus on companies with better prospects.

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