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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (21056)4/5/2005 9:52:37 PM
From: Brinks   of 70893
 
Paul

I believe what the difference between you and I is as follows: I will take a relatively large position in Storm Cat (% wise to total portfolio) on ground level basis based upon some very extensive due diligence. At this point in time it is high risk. To reduce the risk in my portfolio to Storm Cat I will liquidate let's say one-half the position to recover my cost and ride the remaining "free" shares. I hope that the share price will decline so I will be able to decide whether to "reload" the Storm Cat position. What you are saying that your Storm Cat position is not that significant relative to your total portfolio. I understand therefore your reasoning then.
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