I went through my watchlist of stocks Friday evening. I could barely find one that isn't attractively priced.
That is of course if you assume the world isn't ending.
I'm determined to hit this opportunity with a hammer. So I'm adding six new positions to the Punch Card Portfolio in the newsletter being released to subscribers tomorrow.
Also included is an interview with the CEO of an existing holding.
Suck it up. Buy what you know, when you know it is a great opportunity.