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Selling stocks with good earnings upgrades
'Overstretched and underinvested'
Most famous Transatlantic unions
Difficulties ahead of supermarkets' tie-up
Also invested in Liontrust
Expectations of a 'soft Brexit'
UK M&A activity in Q1 strongest for a decade
Manager of two funds
Rise in value prompted move
FTSE 100 up 6.84% over the month