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

To: Paul Senior who wrote (19241)	5/27/2004 5:23:54 PM
From: sjemmeri	Read Replies (3) \| Respond to of 78566

A couple small moves for me also. I took a loss on CELL and a profit on half my SEMI shares. Also, doubled my MSFT position. Also, I wanted to get a sense from the thread what they feel should be done with the portfolios I'm tracking as we have 1 month left to the midpoint of the year. Should I just keep tracking them as-is? Offer the opportunity to make revisions to the portfolios? Or start fresh? I see the first choice as path of least resistance, second as useful but messy, and third as useful (could generate some new ideas) but misrepresentative of typical value holding period. PM me any thoughts. steve

To: Paul Senior who wrote (19241)	5/27/2004 11:54:53 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78566

re MXBIF - i also bought a starter position today. Stock is cheap but the company is a black box.They are running s risky version of a merchant bank business model. Buying distressed or undervalued companies ,fixing them up and selling them later hopefully at a profit.Their LT track record seems pretty good, based on the number on their website. In any case, i'll keep my position very small.