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

To: TimbaBear who wrote (12719)	7/1/2001 9:29:28 AM
From: Madharry	Read Replies (1) \| Respond to of 78565

Did not a lot of Nites profits come from trading in OTC BB stocks and now that the speculative fervor has abated, they are finding it difficult to make money. added pressures of ECNs dont help either. It is selling at a premium to book and I dont see where the prospects are improving. Might get a slight bump if Nasdaq ipos successfully but beyond that I dont see much .

To: TimbaBear who wrote (12719)	7/1/2001 11:18:30 AM
From: 249443	Read Replies (1) \| Respond to of 78565

# of Holdings & % of Cash Questions: I, admittedly, am partial to Mr. Burry, Paul Senior, TimbaBear, and the other thread posters who post intelligent thoughts and rationale. I'm curious to how many individual securities you typically hold; do you hold any mutual funds; do you hold any long-term securities (vs. value plays); and do you typically hold a certain percentage of cash? I recognize that one's philosophy will change with the market's valuations and one's strategy. But it would be interesting to note your general investing actions. (To answer my own questions: I typically hold 10-15 individual stocks; I have about 30% of my portfolio in Vanguard securities; 10 securities are long-term & 5 special situation plays -- this is typcially what I do; I have about 5-10% cash at the present time.)