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

To: The Ox who wrote (3008)	5/2/2013 8:50:29 AM
From: Sergio H	Respond to of 4720

I would like to suggest that we keep it simple as far as deciding if we want to drop none, one or two stocks. Each stock stays in, unless there is a nomination for a stock to be dropped. If there are no nominations, the portfolio stays intact. If there is a nomination, then majority rules on hold or sell decision for each nomination. Each stock nominated will remain in the portfolio if the majority votes to keep it in. To facilitate review: We've had some discussion on AAPL and I believe that everyone is in favor or letting it ride. siliconinvestor.com Same for APA. siliconinvestor.com CMI no resent discussion. Here's the original post from Brian: Message 28281740 DIS - I wrote an update on: Message 28855444 GLW - EKS, Bruwin and I have recently said we would like to keep in our folio. siliconinvestor.com JOY - Recent update by TO Message 28817632 PH - No recent discussion. Original post from Spek: Message 28263370 ROC - My recent update: Message 28854324 SLW - No recent discussion. Original posts from Steve: Message 28287049 UNP - No recent discussion. Can't find original post.