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Strategies & Market Trends : Buffettology
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To: Shane M who wrote (1020)1/28/1999 12:55:00 AM
From: Shane M  Read Replies (1) of 4691
 
All,

Thought I should post a portfolio change here since I've talked about this stock on this thread as a somewhat "Buffetty" stock.

I recently sold my ORCL position. Really didn't mean to sell it, but I guess I had not cancelled an outstanding limit order that was triggered. (I thought for sure I had cancelled the sell order.... I'll have to pay more attention to those things <g>.)

Still like the stock as a "hold" and will likely reestablish a partial position on weakness. Good side of this is I lower my outweighted exposure to software and now have some more free cash to deploy. Now I just need the market and some of my favorite stocks to take a little dive.

Shane
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