Contrarian Value Ideas

[fung_derf]

If I had as many stocks as you, it would cut into my golfing time. As it is, I lose track of all my investments, which sometimes works out well. Can't tell ya how often I totally forget I own something then is spikes up and I'm pleasantly surprised. In fact, over the last couple of years, if I had just left everything alone I'd probably be up more than I am. I keep finding that selling is a mistake.
On the other hand, in spite of my concerns, I probably hold less cash than I ever have. I need to free up some cash as we've been discussing a river cruise around Europe.