Disciplined Investing, especially the NAIC way

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Strategies & Market Trends
Disciplined Investing, especially the NAIC way

An SI Board Since February 1999

Posts	SubjectMarks	Bans
469	14	0

Emcee: The Philosopher	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
419	Thanks for the word. WM is now 10% of my portfolio, which you're right, is	The Philosopher	-	9/22/2003
418	Christopher, I recently sold 20% of my WM and bought some ANF. Reasons: CEO'	- with a K	-	9/22/2003
417	Any thought on Washington Mutual, WM? Dividend is nice, SSG looks good if you u	The Philosopher	-	9/20/2003
416	Sold another 25% of PRX for same reasons. 148.5% gain.	- with a K	-	8/8/2003
415	FWIW, my investment club just bought Quest Diagnostics (DGX). It's rare the	Mark Marcellus	-	8/6/2003
414	<i>try and remind myself the stock is different than the company. <	The Philosopher	-	7/30/2003
413	I'm still following the thread, but am snowed with work at the moment after	The Philosopher	-	7/30/2003
412	K, here's a link to an online SSG of a company I like, Exactch (maker of ar	Steven Dopp	-	7/30/2003
411	Thanks, Steven. Re: not liking a company, I do the same sometimes but try and	- with a K	-	7/29/2003
410	I am still following this thread and appreciate your posts. Unfortunately, I no	Steven Dopp	-	7/28/2003
409	This is more an excuse to see if there is anyone following this thread anymore a	- with a K	-	7/23/2003
408	Sold 25% of my PRX at $51 for a 140% gain. Did it for asset allocation and valu	- with a K	-	7/14/2003
407	Interesting stock. The PERT-A certainly looks good. I'll have to take a fu	The Philosopher	-	4/10/2003
406	Other recent changes to my portfolio: - sold ORCL, SEBL, and remaining AMAT and	- with a K	-	4/10/2003
405	FWIW, I bought FNF today, even though it is not a classic NAIC stock, as I menti	- with a K	-	4/10/2003
404	Thanks for your response....yes, lsi is definitely a turnaround & according	soar	-	3/25/2003
403	Welcome! You're right, there aren't a lot of threads here dedicated to	The Philosopher	-	3/24/2003
402	Just discovered your site & have read through some current messages...We cer	soar	-	3/24/2003
401	Emotionally it's hard to bet against MSFT, but if you believe in the SSG the	The Philosopher	-	3/21/2003
400	Any thoughts on MSFT as a LT hold? I am considering trimming back my MSFT posit	- with a K	-	3/21/2003
399	<i>As I mentioned, for some reason OPS/NAIC only gives a few quarter&	The Philosopher	-	3/17/2003
398	I did some more homework and redid my SSG for ADP and also decided to pass. Rea	- with a K	-	3/17/2003
397	It's not section 2 that fails to pass the barbed wire test. It's sectio	The Philosopher	-	3/16/2003
396	I hadn't seen the story on the barbed wire but I like it as you explained it	- with a K	-	3/16/2003
395	We looked at both ADP and PAYX a while back, decided to hold off on either, thou	The Philosopher	-	3/15/2003

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