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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (9596)	1/10/2000 12:15:00 PM
From: jeffbas	Read Replies (1) of 78748

Ron, on MAIR, I did not intend to suggest purchase, but that it be considered as an alternative to LUV. I own neither, but think both are somewhat interesting. .......... As far as buying lots of stocks versus fewer goes, I have posted before that I believe that owning lots of stocks tends to deliver average returns and that none of them then can be monitored as well as I want to do for all of them. I did not make 10 times on my money on XICO last year by not listening to every conference call, reading every piece of info I could get my hands on, being very active on the threads, talking with mgmt and others close to the company, etc. Those opportunities do not come along very often and you just can't know they are staring you in the face unless you follow a company with that kind of effort.

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