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 : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (3711)	6/29/2014 6:14:15 PM
From: Sergio H	1 Recommendation Recommended By polarisnh Read Replies (1) \| Respond to of 4719

I think we should evaluate each of our Top 10 holdings and drop them only if there is a change in fundamentals or if the valuation has changed. If we decide to drop a stock, then we will need a replacement. Let's have some discussion on what stock, if any we should drop based on our stated criteria. I don't think we should consider just the under performers, but each stock regardless of performance.