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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18412)	1/13/2004 5:24:59 PM
From: sjemmeri	of 78747

Very timely post on SEMI Paul. I thought it interesting to note that both of the board 2004 portfolios finished green on a red index day. Perhaps - hopefully - that's a function of these being value stocks (at least as seen in the eyes of the picker). The Double portfolio has several stocks exploding upwards. January effect? I'm not sure what to do if they double in the first month. Perhaps let the ones who picked the star performers suggest a replacement or choose to let it ride if they see potential for further gains? steve

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