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To: Frederick Langford who wrote (88)7/10/1998 3:30:00 PM
From: musicguy  Respond to of 12872
 
Fred, good point. I have trimmed my portfolio down and am concentrating on far fewer plays, and playing each one bigger. So far it is working very well....

I dont think there will ever be a shortage of good stocks to pick from... If we only play the very best, we'll be in good shape.

I have one more good long that I will send out soon ...
The good thing is that if we trust each other, we can talk about a lot of different picks, and then decide as a group what we want to play. I used MESI as a starting point... and I think it s a good one.

We can have one or two long holds, and maybe do some interim plays as well.. short stuff...

It doesn't make sense to sell one too soon, just to buy another though....

MG



To: Frederick Langford who wrote (88)7/10/1998 3:45:00 PM
From: Trumptown  Read Replies (1) | Respond to of 12872
 
I like the idea of not being spread to thin. I think we'll do the best with medium term stuff. Let's get the bus loaded and then share DD...I think it's legit, and should work out well...

SR