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


To: The Philosopher who wrote (417)9/22/2003 12:29:51 PM
From: - with a K  Read Replies (1) | Respond to of 469
 
Christopher, I recently sold 20% of my WM and bought some ANF. Reasons: CEO's tone of recent comments and warning; others with significant mortgage business also warning; fear of rising interest rates; and asset allocation reasons (it remains my second largest position and I wanted to trim it somewhat).

That said, I like it enough to keep it #2 (at 7%) in my portfolio.

- Kris