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To: yard_man who wrote (256123)8/15/2003 3:28:41 PM
From: Knighty Tin  Read Replies (2) | Respond to of 436258
 
tip, All of these guys develop blind spots and diversification saves their bacon. Even Jean-Marie Evilliard, by far the best of the value geeks, likes Tyco. Fortunately, it amounts to 1 1/2% of his portfolio.



To: yard_man who wrote (256123)8/15/2003 5:02:38 PM
From: patron_anejo_por_favor  Respond to of 436258
 
No he's not...but he's stoopid when it comes to GSE's.



To: yard_man who wrote (256123)8/15/2003 6:02:51 PM
From: Pogeu Mahone  Respond to of 436258
 
<<Dreman is not totally stupid >>
until he is..
do you know the meaning of is?LOL