My Subs Ask, I Answer

Your questions answered: downside protection, a cancer stock, and whether my photonics conviction survived this week

You guys sent in questions last week and three of them deserve a full post. One of you asked how I evaluate the price levels of my high conviction picks, and how I think about downside protection. Another asked me to check on Iovance Pharma. And a third asked me to confirm which AI photonics names still hold my greatest conviction after the recent volat…