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Strategies & Market Trends : Fundamental Value Investing

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To: Spekulatius who wrote (2117)	8/2/2012 2:35:55 AM
From: bruwin	Read Replies (1) of 4719

Hi Clownbuck ... What you said in your post is very much along the lines that I would also like to go. I believe that the votes received for a company should be a very important and prominent consideration. The only other consideration is, what would we do if there were quite a few stocks, from the same sector, that all received high votes. For example, as we neared the final stages, if we had 5 oil companies that were all near the top of the voting, would we have 50% of the portfolio consisting of oil companies ? I think we may need to get some degree of consensus and agreement on that aspect as soon as possible. You said ... " ... but don't have any problems to pick some from the 5 vote buckets to get a certain business represented that otherwise would not be represented in the portfolio." I'm not quite sure, exactly, what you're referring to. Could you maybe elaborate a bit more, especially with the reference to "vote buckets". Thanks.

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