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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18399)	1/13/2004 8:14:14 PM
From: jeffbas	of 78744

Thanks for the comments, Paul. I definitely have a concentrated portfolio. My goal on every microcap stock I own where I have a material % of my capital invested is to know the company as well as anyone in the country outside of management. I do not always get there, although I have on FARO. That clearly limits the number of stocks. By the way, don't be in a hurry to sell your SEMI, despite today's big move. I think $8-10 is a lead pipe cinch, and maybe $10-15. The Yahoo board isn't horrible. Believe my estimate for Q4 over other higher ones - less than $90M sales and perhaps a dime EPS.

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