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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (39003)	8/30/2010 2:10:47 PM
From: Grantcw	Read Replies (4) of 78667

Going back to our diversification discussion before, I'm seriously thinking of putting ~1/2 my portfolio in 5-10 companies like MSFT, ORCL, IBM, INTC, AMAT. Lots of cash, good forward p/e's, access to put their money to work in the best opportunities across the globe. I've tended to avoid large caps due to relative valuations in the past ten years, but I feel like they're quite a bargain these days... Right now, I have about 4% total in MSFT & INTC, but I'm looking to expand. Anyone else thinking along these lines also? -cwillyg

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