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Strategies & Market Trends : Value Investing

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To: nikkei86 who wrote (41192)	1/26/2011 6:25:19 PM
From: Madharry	Read Replies (1) of 78613

im not sure where you get your 10 stocks number from. its easy to be confident and wrong and when you manage public money and are wrong on 10% of your assets its tough. I think the best you can find in some focused funds are around 20-30 stocks. Initially i felt like you did. now i feel like if i can make a case for buying a stock thats at a 30-40% discount from where it should be and doesnt have sleazeball management then i should own some. I still have a concentrated portfolio and when slw dropped from $42 to below $30 I could feel some pain. But I am not managing money for others.

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