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

To: Dan Meleney who wrote (38056)	5/26/2010 10:29:52 PM
From: Jurgis Bekepuris	Respond to of 78740

Ah, TJX. I was just looking at 10 year chart: bigcharts.marketwatch.com and thinking "Lost decade? WHAT lost decade?" Nah, unfortunately, I have not owned it or AAPL through their rises. ;) And you usually should sell and short any company where I have more than 10% portfolio in. :P But I am evil and I don't disclose that anymore. :)

To: Dan Meleney who wrote (38056)	5/27/2010 8:53:52 AM
From: Madharry	Respond to of 78740

im no longer willing to put that kind of money into one stock. but if i did it would probably be GS or BRK.B which I dont own any of right now. I think there are so many bargains out there now. there is no reason for that kind of portfolio concentration. The last time i did that it was with EDV.to and that worked out for awhile but management just screwed the shareholders royally. the stock went up about 500% from its lows and then retraced completely. Now Im older and would be unwilling to risk 25% of my funds in one entity not matter how confident I am. I would say once i get to over 15% i would be looking to pare down. I added to HNR yesterday. There was some insider buying in May despite the stock doubling off of its lows. It unusually to see insider buying in energy stocks particularly. This stock has been written up multiple times by value players.