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Strategies & Market Trends : Value Investing

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To: sjemmeri who wrote (18305)	12/30/2003 6:36:46 PM
From: sjemmeri	Read Replies (8) of 78498

For the board's observing pleasure (I hope), I've taken the liberty of creating a portfolio (actually 2) of the 2004 'picks' posted in response to James' question. The purpose is not as a contest but for entertainment only. I've only included 2 stocks for each person (well, no more than 3) so those who posted longer lists (like Timba, Wallace, Grommit) please feel free to narrow down your longer list if you'd like me to add yours. And anyone (Paul) who wouldn't name a specific stock will have their pick added if they'd like (c'mon Paul, its for entertainment only). Finally, I will delete the pick if anyone asks (although they were all posted in a public forum). The fine print: I own some of these stocks, will likely buy others in the future, and may sell any or all at any given time. I would assume these statements apply to everyone else here. The link for the 'Safe' (i.e., if you had to put 25 % of your portfolio in one stock which a few choose to do but many feel is way too risky) portfolio: siliconinvestor.com steve

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