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To: Zincman who wrote (61035)9/4/2008 11:15:56 AM
From: Claude Cormier  Read Replies (1) | Respond to of 78417
 
- Those are the good ones... there are many more bad ones of which dissolve the winners gains.

Indeed. The hard part is always on how you build your portfolio. Do you buy a 2% position for this one? or a 10-15% position? This is part of the evaluation process. Not unlike the work you must do before deciding if you buy a piece of real estate. The good thing with stocks is that you can chose the size of the investment you make. If you want a stock, you can decide to buy only a 2% position because it is really high on the speculative scale. But with a building, either you buy 100% of it or you don't buy.



To: Zincman who wrote (61035)9/4/2008 11:19:46 AM
From: tyc:>  Read Replies (1) | Respond to of 78417
 
One strategy I read about recently that appeals to me is this. Have a diversified portfolio as a hedge, but have a small portion, even a single stock, that is intended to "make a million". I have been making no secret of my "make a million" stock. I see it's in the news this morning (see LC's thread) but no-one is taking any notice of it,.... situation normal.

Due diligence required !