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To: CFA who wrote (2)12/1/2005 6:29:50 PM
From: Dave  Respond to of 5
 
I'm surprised that you aren't holding a greater percentage of your portfolio in media/newspaper stocks.



To: CFA who wrote (2)9/8/2006 1:18:36 AM
From: GetRichOrDieTrying  Respond to of 5
 
CFA

Forgive me if this has been asked before but what is the basis for the selection of the stocks that make up your portfolio?

Thanks