An analyst who covers domestic Health Care securities needs to pitch new investment ideas to her team on a weekly basis with the purpose of helping maintain and update a portfolio. She has a screen created that shows her the securities meeting the portfolio’s mandates. She would like to be able to see what securities pass the criteria each time she opens the screen. What action should you recommend to her?
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An analyst who covers domestic Health Care securities needs to pitch new investment ideas to her tea...
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