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To: lrrp who wrote (2327)12/23/1999 4:54:00 PM
From: Philip W. Dunton, Jr  Read Replies (1) | Respond to of 3661
 
Ian, OT Do you follow SFAM? Stock has backed off significantly with a disappointing quarter on the earnings side. However, revenue growth was decent. The decline might be an over reaction. SFAM looks like it might be a quarter or two behind MTSN on the recovery trail. Any thoughts? Thanks and best wishes for the holiday season. Phil

PS How about that SVGI action!



To: lrrp who wrote (2327)12/23/1999 9:36:00 PM
From: Ian@SI  Respond to of 3661
 
No, it's never been attractively enough priced when I had sufficient margin room to be comfortable investing in it.

I hold no investments whatsoever in the mask area.

I've come to the conclusion that I just don't have the energy to own every attractive stock. I'd like to move more to Buffett's approach: Stick to my circle of competence; and invest in a small number of very good companies.

Ian.

How's that for taking Phil's side of the diversification issue. ;-)


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