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Technology Stocks : Thermo Electron (TMO) -- Ignore unavailable to you. Want to Upgrade?

To: sea_biscuit who wrote (283)	7/21/1998 4:54:00 PM
From: Thomas George Warner	Read Replies (1) \| Respond to of 450

The 4 1/2 point loss today hurt. Ouch!!! However I will buy even more now. Once in a lifetime opportunity. Stock is now selling at a large discount to its long term earnings growth rate of over 20%, PE of about 14. Why do you use the caveat of not more than 4%? Portfolios of 25 stocks are impossible to watch. I have had as many as 30 and it was a nightmare to keep up. With 25 stocks or thereabouts in your portfolio you are suffering from serious numbers dilution. unless you have over 100K, 6 postions is about right, as evidenced by many professionals now following it. Believe the Investors Business daily is one of the pubs touting this. Of course there are a lot of different ideas.