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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (87064)12/17/2000 5:05:18 PM
From: Freedom Fighter  Read Replies (1) of 132070
 
Mike,

I forget what I post where, but I like to let everyone know when I make a change to my portfolio in an area I was touting earlier.

I am taking some chips off the table. I'm selling Mercury General (MCY), Dunn and Bradstreet (DNB), Moody's (MCO) and some of the BRKB shares I bought this spring during the "Buffett doesn't understand technology" idiocy. The latter is simply an effort to reduce an overweighting of BRK in my portfolio.

I still like all the businesses, but the valuations aren't as attractive anymore.

Wayne
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