Disciplined Investing, especially the NAIC way Message Board

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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: - with a K who wrote (405)	4/10/2003 2:45:41 PM
From: - with a K	Read Replies (1) of 469

Other recent changes to my portfolio: - sold ORCL, SEBL, and remaining AMAT and CSCO shares for a number of reasons: growth not there IMO; excessive valuation; SARS; need to reduce large cap tech holdings; and hanging on for silly emotional reasons. Looking for exit point on LLTC with similar logic. - Sold 15% of MSFT; same logic, and needed to rebalance portfolio. - Bought DHB recently as a growth stock and value play. Thanks to Dale Baker and his 50% gains thread. - Bought some Vanguard corporate bond funds to add some income and stability. - My PRX pick - of which I said the SSG looks like teenage vomit in a mosh pit - is now up 100% Valuation still seems reasonable to me, so I will hold. Message 17453148

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