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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4581)	8/4/1998 12:51:00 AM
From: Brendan W	Read Replies (3) of 78666

Paul... doesn't it bother you that TOY's current strategy is to diversify it's Toys'R'Us product lines away from toys into apparel and other lines where the the competition is pretty stout? Absent that stategy "improvement", I'd be back into it. Also, how many names are in your portfolio? (I notice you are frequently in companies that I hold or consider. I'm guessing you have more names than I do, unless you switch quickly.) I ask because my temptation has been to add so many that I have trouble tracking them, and I wonder if you have any words of wisdom on how to address that.

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