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Strategies & Market Trends : Picks of the quarter
ATHR 6.080+2.4%3:57 PM EST
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To: Patrick Slevin who wrote (1809)11/27/2006 3:10:18 PM
From: Patrick Slevin   of 20435
 
In retrospect, putting 5% on a stock is probable not sensible in this context,

So if a change is allowable before the Close, I'd like to take RAD out and put the extra 5% in DBC.

That would make the configuration as follows.

IIG 30%

PQ 25%

DBC 25%

DEO 10%

EQR 10%

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If a change is not allowable at this point then the original set will naturally have to do. Just let me know which one will count.
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