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


To: sjemmeri who wrote (18328)12/31/2003 3:33:42 PM
From: jeffbas  Respond to of 78515
 
Steve, if you are running two portfolios, keeping FARO in one is fine. It is the stock I have the most confidence will be much higher in 5 years. However, IMGG and SEMI would be my more traditional value style, double in a year picks. SEMI in particular is a play on the cycle and not a good long term holding in my opinion.