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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (12678)	6/23/2001 8:39:41 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78530

Thanks, Spekulatius. I'm starting to build up a small position in NVS again. I've also become very concerned about my BMY and other pharma stocks (MRK). Of course this is exacerbated by the drop these stocks are experiencing now. There isn't a day that goes by, that I don't consider selling some of my BMY. Part of that is because BMY has come to occupy a large, outsize position in one of my major portfolios. While I'm happy I'm net positive in this long-term holding, it's psychologically off-putting (and negative to the portfolio balance)to have a one point drop in BMY stock price be more hurtful than a 50% or double is helpful that occurs in another, but much smaller, stock position. Paul Senior