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Re: Bobwins post# 53175

Sunday, 09/03/2006 4:42:36 PM

Sunday, September 03, 2006 4:42:36 PM

Post# of 173800
Bobwins:i was really suprised by your portfolio of 100 stocks...it would seem impossible to get a handle on that many...Lens buddy P Lynch when he talked about companies he did not like diversification which he calls "DEWORSEIFICATION"...i like to apply that to what i believe he stated 4 or 5 companies were enough to really keep a handle on...hope i got that right..

CharlieB

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