Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (87064)	12/17/2000 11:42:07 AM
From: Lucretius	Read Replies (2) \| Respond to of 132070

MB: did you get barrons this weekend? what was ASA's NAV if you get a chnace to check... thanks...

To: Knighty Tin who wrote (87064)	12/17/2000 5:05:18 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 132070

Mike, I forget what I post where, but I like to let everyone know when I make a change to my portfolio in an area I was touting earlier. I am taking some chips off the table. I'm selling Mercury General (MCY), Dunn and Bradstreet (DNB), Moody's (MCO) and some of the BRKB shares I bought this spring during the "Buffett doesn't understand technology" idiocy. The latter is simply an effort to reduce an overweighting of BRK in my portfolio. I still like all the businesses, but the valuations aren't as attractive anymore. Wayne