I can’t talk about anything I’m selling, either. If I’m not trading a stock, that usually means that I don’t have an opinion. The only example of such a stock which I have written about in the past is EVA… I’ve become less comfortable with their environmental attributes so I reduced my holding in the fall and am no longer following it closely. I’ll probably get rid of the rest of the position in the next couple years but am not in a hurry to do so. As the stocks in the list, if I chose to update only on the ones I am not trading, that would implicitly tell you which ones I am trading. And the list is the 10 stocks I thought would do best in the next year (for the current list that is Jul 1 22 to Jun 30 23. .) NETI wasn’t in that list, but mostly because I thought the timeline might be longer. I wish I had included it. This is not the same thing as the stocks I like best, especially six months later.
