my friend Billetes: AMZN is one of my core holdings, i bought a huge chunk on november 98 at $ 60, sold half during the january blow-off top to $ 199 (i didn't hit $ 199, sold around $ 160), the rest is "FOREVER". CMGI is another of my core holdings, i bought a big stake in december 12, 1998 at $ 17 (yes, $ 17...), sold more than half during the unbelievable run-up it had this year. EGRP i bought in november of last year too, i got them very very cheap, and don't intend to sell any time soon. in fact, i've been increasing my position every time i could. if i had to choose just one stock in the whole US market to hold for the next 5-10 years, it would be EGRP, in fact, it *is* EGRP. |