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

To: sjemmeri who wrote (18474)	1/17/2004 2:26:14 PM
From: jeffbas	Respond to of 78488

We never discussed "freezing" a stock in a portfolio by virtue of the recommender calling a "sale". What does anyone think? For example, if someone were to claim that my FARO would see ten points more, but close the year at the current price, I would not dismiss it. I know I personally would sell some stock in the $40's.

To: sjemmeri who wrote (18474)	1/18/2004 4:04:28 PM
From: - with a K	Read Replies (1) \| Respond to of 78488

Steven, would it be possible to add my KTEC pick to the double portfolio using the prices the day I finally posted, or is that not reasonable to everyone? I posted it 1/15 at 12:36 here: Message 19695066 According to Yahoo, KTEC closed that day at $17.00: finance.yahoo.com Thanks.

To: sjemmeri who wrote (18474)	1/31/2004 9:48:33 PM
From: sjemmeri	Read Replies (1) \| Respond to of 78488

In the 2 weeks since the last update, both portfolios have pulled back a bit. 'Double' is now up 7.7 % and 'Safe' is now up 2.2 %. The performance of the individual stocks certainly reflects the intent of the portfolios as 'double' has 8 double digit gainers and 4 double digit losers but 'safe' has only 2 double digit gainers and no double digit losers. siliconinvestor.com siliconinvestor.com Side note: I bought back into WBR after the slide from the top. I also bought Dale's IRL. I'm still holding FTST although I'm amazed at how many shares it trades and at the extreme price volatility.