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Politics : View from the Center and Left
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To: Katelew who wrote (139898)6/28/2010 9:47:38 PM
From: Dale Baker  Read Replies (1) of 541791
 
I don't focus on broader growth and the macro stuff one-tenth as much as I track my particular portfolio companies and how they are performing. Experience taught me that companies doing well will eventually be rewarded for that in their share price, even in a sideways meat grinder like this year's market.

Saves me having to wrestle with a ton of big-picture stuff that most mere mortals aren't up to evaluating properly anyway. And it keeps me from being paralyzed when there are still good companies to buy under the radar.
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