Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (39516)	10/2/2010 6:24:49 AM
From: Madharry	Respond to of 78627

I think I will print this post and post it up on my wall. Thanks.

To: E_K_S who wrote (39516)	10/2/2010 6:39:05 AM
From: Madharry	Read Replies (1) \| Respond to of 78627

My brain seems to have problems focusing on too many stocks at once. so I try to focus on a few large positions. as a result most of my positions are way more than 1% and I try to keep up with them as best as i can. of course that how I managed to lose over 60% in 2008 and gain close to 90% in 2009. However I do try to pay a lot more attention to leveraged positions and to management competence and integrity than I used to after the 2008 debacle especially with apex-silver that went belly up. I also do limit exposure when the company is dependent on a single product or mine, which is why I have reduced my DGC.to exposure as the price has been rising.