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What a rating means

BUY, HOLD or SELL — over six months

BUY

Expected gain of 7.5% or more over six months, a checklist score of at least 3.5 out of 5, and no critical red flag.

HOLD

A business worth owning, but the expected gain is smaller — or there is a risk we want to see resolved first.

SELL

Expected fall of 5% or more over six months, or a checklist score below 2.5. Great companies can be SELLs at the wrong price.