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To: Paul Senior who wrote (11705)1/4/2001 12:57:45 PM
From: TwoBear  Respond to of 78570
 
Paul, looks good. The idea of a portfolio was not to identify who has good picks and who doesn't, but just to identify stocks that as a consensus value investors are investing. Sorry, if I misconstrued my past statement.

Another reason is that the portfolio will allow the many lurkers out there who never or rarely post (myself included) to check the portfolio to get a pulse for what stocks are currently being discussed or ideas to research.

How about adding a cost basis upon the third buy (price at that time) just to track how the 3 buy theory plays out.

Thanks for setting up the portfolio.

Scott



To: Paul Senior who wrote (11705)1/4/2001 1:21:37 PM
From: Mao II  Read Replies (1) | Respond to of 78570
 
Paul: What's your take on a risky PCG ute gamble? M2