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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (2114)	8/1/2012 6:39:10 PM
From: E_K_S	Read Replies (1) of 4719

Do you have an official "sector" breakdown for the candidate stocks? We may find that we will (a) want to over weight a particular sector, and/or (b) reclassify one or more stocks to another sector and /or (c) vote out a stock in favor of the current selection. Once the sector's are firm, how do you want to arrive then at the official SI Buffet challenge portfolio? So far the picks look like a good group of candidate stocks. EKS

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