When does TMF decide a stock's thesis is bro

I’m thinking in particular about Valeant (VRX). They post plenty of articles about it, these being the most recent (these are all posted in the no-fee area, so I’m not giving away any secrets):

http://www.fool.com/investing/2016/08/11/valeants-legal-woes…

http://www.fool.com/investing/2016/08/11/criminal-probe-push…

http://www.fool.com/investing/2016/08/10/valeant-pharmaceuti…

http://www.fool.com/investing/2016/08/11/can-anything-more-g…

But despite all the bad news, and the high likelihood that Valeant’s business model has crashed and burned months ago, all these articles still say, “The Motley Fool owns shares of and recommends Valeant Pharmaceuticals.”

I’ve been short VRX (in the sense of owning puts) since early May. I think this is a case where the Fools should have gotten out quite a while ago, but my main question is - what’s keeping them in?

I don’t think this is a situation like BOFI where you could make a reasonable long case. Too many things are going very wrong, many of them acknowledged by the company. When I read a negative article about VRX, it seems like another nail in its coffin, and when I read something positive, it seems like either very temporary relief (like taking a baby aspirin for a migraine) or wishful thinking.

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I think this is a case where the Fools should have gotten out quite a while ago, but my main question is - what’s keeping them in?

New management and a low stock price.

It’s not atypical for TMF services to miss out on sells, and there are so many services it’s hard to not find one that didn’t get the sell/hold rec in in time.

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I know they often take a very long time to recommend a sell. This one is a particularly glaring example. TMF services are good for stock ideas, but you have to keep up and do your own homework to figure out when to sell.

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TMF rarely recognizes a broken thesis and when they do their net loss is catastrophic. Use TMF for ideas, but perform your own due diligence.

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I think this is a case where the Fools should have gotten out quite a while ago, but my main question is - what’s keeping them in?

VRX is a reputation killer for the financial industry. Here is an excellent article on VRX and the failure of many hedge funds. I guess you can cut some slack for TMF on this one.

http://thereformedbroker.com/2016/07/13/caesars-wife-must-be…

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That is a weakness in almost all the Foolish portfolios - they don’t talk about buy/sell prices. They do mention price in Inside Value, but I wasn’t too impressed with their picks, so I bailed before my 30 days were up. I’m holding only one of their picks, but it’s such an obvious stock that I can’t give them credit for my buying it.