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

To: Paul Senior who wrote (3735)	1/21/2006 1:06:48 AM
From: Shane M	Read Replies (1) \| Respond to of 4691

Hi all, I was wondering if anyone would share your 5 largest stock positions? - Just to see what folks have the most confidence in currently, and I'm looking for ideas. Here's my top 5 as of today: CTSH Cognizant Tech GRMN Garmin CRDN Ceradyne DIIB Dorel Industries FMX Fomento Economico Mexicano (largest is ALL in my employer profit sharing, but I consider it outside my holdings) thanks in advance, Shane

To: Paul Senior who wrote (3735)	1/24/2006 9:38:14 AM
From: dstange	Read Replies (1) \| Respond to of 4691

Hi Paul LIZ does look tempting, although retail stocks have always made me nervous. What do you think of TRB or other newspaper stock here (New York Times or WPO)? They look cheap, but business seems to keep deteriorating.