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Friday close: 4 positions, $58K dry powder, and the patience to wait. The market handed healthcare a beating this week — ABT -3.5%, SYK -2.4%, both deep in oversold territory. But you don't judge a business by its worst week. You judge by its best decades. These are quality names with strong cash flows. I'll take the heat while it finds its floor. The best investments are made when conviction outweighs discomfort. Enjoy the weekend — markets will still be here Monday.

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