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

To: sjemmeri who wrote (19242)	5/27/2004 5:55:51 PM
From: Brendan W	Respond to of 78568

I would track them as is AND start a new portfolio. It seems like the portfolios draw enough interest to do it more than once a calendar year. If you allow revisions, you compromise the ability to track the performance of the original portfolio. FWIW, I would rather have the "double" portfolio labeled something else ("major winner", or "50% gainer"). I can't get my mind around value stocks that I expect to double within a year. I couldn't think of any in January and can't now either. This may be unique to me because it usually takes more than a year for my investments to double.

To: sjemmeri who wrote (19242)	6/1/2004 1:49:53 PM
From: sjemmeri	Respond to of 78568

Washington Post article on Sunday on Al Frank Fund/Prudent Speculator Newsletter (now run by John Buckingham) mentions current/recent picks including: Microsoft, Traffix, Keynote Systems, Orbit International, Beazer Homes, and D.R. Horton. steve