Charles Harris, portfolio manager at O'Neil Global Advisors is working on another great year of performance. He walks through his trades in Tesla (TSLA) and Starbulk (SBLK) and how the gains have given him the flexibility to take the contrarian view elsewhere. He talks about his use of precedents as a guide and shares some out of favor stocks on his radar like Cleveland Cliffs (CLF) and Golden Ocean (GOGL). For the video version, show notes and charts, visit investors.com/podcast.

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