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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (20538)	1/31/2005 4:08:13 PM
From: Paul Senior	Read Replies (2) of 78666

Whether sold at a gain or sold at a loss and why - that is only half the story as far as I'm concerned. I want to know what happened to the money. Was the money re-invested in a stock that performed much better than the sold stock? Did a sold-at-a-loss stock subsequently recover and do okay or better than the new purchase? Or did the sold-at-a-gain stock just keep moving up - gaining much more than the new purchase? I've got several like that. I consider that being wrong twice - and I like to know what my reasoning was at that sale/purchase time. Or if the new purchase did what I expected and the sold stock remained stagnant or dropped as I guessed, I'd like to know that as well. The problem for me though is tracking all this. It's like a chain: A sold, B then bought, then sold, then C bought. Too complicated; I've mostly given up tracking like that.

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