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Strategies & Market Trends : Value Investing
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To: Shane M who wrote (40543)12/15/2010 12:07:27 PM
From: Grantcw  Read Replies (1) of 78744
 
Hello Shane,

I like your portfolio, and I like the discussion points you've brought up. I have been a big fan of MSFT and NE in the past few months, though as MSFT is approaching my valuation targets I trimmed my position today to a more reasonable level (I added to SVU and I'm considering adding to CSCO which I like better from a valuation basis these days than MSFT).

In regards to short-term trading, I tend to buy companies for the long-term, but I'm also quick to sell if a company bounces up 20% in a month or two (which doesn't happen too often for me, unfortunately). :)

Thanks,

cwillyg
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