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Strategies & Market Trends : YEEHAW CANDIDATES
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To: Sergio H who wrote (2556)7/13/2003 9:45:23 AM
From: JoeinIowa  Read Replies (1) of 23958
 
Sergio,

I see some indications of selling stocks this week but I do not see exact prices of when they were sold. Please post more than a comment like XXXX removed from portfolio.

I also do not agree with your newly stated 15% rule. If this is a long term value thread than unless the fundamentals have changed why would price drive whether a stock is held? If the thread is becoming basically a momentum thread with short term picks then this makes a lot of sense as once they lose momentum you would want to sell. Bottom line is you should at least inquire to see if the reasons the stock was brought here are still valid. If they are then it should not be removed. Thats my two cents as we say.

Joe
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