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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (18868)6/15/1999 2:47:00 PM
From: sea_biscuit  Read Replies (1) of 25814
 
(As to arguing with Dipy, you have no idea what his portfolio risk profile is. So giving him a hard time is pretty useless. It is not only about returns it is also about risk. Ben Graham would use his 'margin of safety' concept here. Dipy's exchanging returns (possible returns) for lower risk. Nothing wrong here. It is always risk-adjusted returns that count. ...)

Good point. Because I sold some of my LSI at a nice profit, the average cost price of the remaining shares (after taxes, commissions... the whole works) is now in the mid single-digits (something like $7 or $8). So, I would be a whole lot more comfortable with any wild fluctuations in its price than, for instance, Addi might be, with his average cost price of $27 per share.
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