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

To: bruwin who wrote (2357)	10/1/2012 1:04:10 PM
From: The Ox	Read Replies (1) \| Respond to of 4719

There will be no removing or adding of stocks in that period of time unless a stock is de-listed from its exchange. That is what I was questioning. If we put our dividends to use, is that considered "add of stocks", as I see it, it is "adding TO a stock". I'm not suggesting we buy something different, only that we might want to use and opportunity to add to a stock that's had a significant dip. Other than this, the only other question is with possibly taking profits on a stock that's had a huge gain. I'm much less gung ho on this issue. I say, let them ride, with the exception of picking up "cheaper" shares on a big dip. But we don't have to do anything at all. Let the dividends accumulate and come back to discuss these companies in 9 months.... I'll be glad to "go with the flow" on these issues!!

To: bruwin who wrote (2357)	10/1/2012 2:13:12 PM
From: Sergio H	1 Recommendation Respond to of 4719

I think that we should go with TO's suggestion and use our earned dividend to add additional shares of our lowest two performers. How about if we do this every six months? And if we do, let's do the same thing for Buffett's portfolio. We'll take his dividend income and buy more shares of his two worst performers as well. At the nine month interval I think we should look at the reason why each stock was bought, have a discussion on each stock to analyze if the landscape has changed or remains the same. We can then determine if we want to sell a position or keep it. Buffett always has the ability to add or sell on his portfolio, but since we are only considering his top ten holdings, we need to sell our entire position if we decide to sell.