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


To: jeffbas who wrote (18321)12/31/2003 9:03:18 AM
From: sjemmeri  Read Replies (1) | Respond to of 78510
 
Jeffrey,

I'll take FARO out if you insist but I'd rather leave it in. The question for the 'safe' portfolio (my name for it) was if you had to put 25 % in 1 stock and since you really do have 25 % in FARO I figured that was your answer to the question. I think several of the stocks don't qualify as value stocks based on the criteria most here use most of the time. OTOH, Bill Miller runs the greatest value mutual fund and he often sees value where others don't.