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

To: Paul Senior who wrote (20540)	1/31/2005 4:16:22 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78666

Since I stay fully invested most of the time, I can look at buys soon after a sell and estimate where the funds went. I do look at whether a stock I sold went up after, and whether I made a good decision to sell. For example, I sold NPSN around 76 where I considered it to be fair value. I put the funds in FMT at 17 and made half of what I would have made holding NPSN. But when I look at the numbers in both stocks then, I made the right decision according to my system. I can see where holding 3-4x the number of stocks I do would make tracking it all more complicated.