Hi Michael, wonder if you read the Laszlo B article...
I used to follow him a lot, but stupidly did not buy an equal % age of each of his picks...I lost $ on cci and slb and 'decided' that at times, he would delete stocks if the performance was negative and looked embarrasing in the newsletter...This may be harsh...Many of his picks are in fact splendid, included Chuckie S and Apple...His conservative/aggressive ports, if you avg the two last year did 49 %
so, he has some longs I think you don't like, sch, and jpm and mer...
What do you think of his work, approach, and current list of longs and shorts...He has been right on the markito for years, it may be luck or a desire to be a heavy long...Dunno...Often things he deletes from his portfolios, do very badly after, i.e. venator
Michael, your comments on the above, please...
Howard
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