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.

Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: - with a K who wrote (405)	4/10/2003 2:45:41 PM
From: - with a K	Read Replies (1) \| Respond to of 469

Other recent changes to my portfolio: - sold ORCL, SEBL, and remaining AMAT and CSCO shares for a number of reasons: growth not there IMO; excessive valuation; SARS; need to reduce large cap tech holdings; and hanging on for silly emotional reasons. Looking for exit point on LLTC with similar logic. - Sold 15% of MSFT; same logic, and needed to rebalance portfolio. - Bought DHB recently as a growth stock and value play. Thanks to Dale Baker and his 50% gains thread. - Bought some Vanguard corporate bond funds to add some income and stability. - My PRX pick - of which I said the SSG looks like teenage vomit in a mosh pit - is now up 100% Valuation still seems reasonable to me, so I will hold. Message 17453148