<<I think a diversified core portfolio is better than selecting a single bet>>
Zeev, In read every post on your board, most every day, I see people asking you what you think of this stock and that stock.
Then I look up a chart of the stock and see what I can make of it. One stock I see that you are asked about frequently, is BLTI, I look at the chart of it and think to myself "Who would want to own this stock? All it does is go down". I thought GERN was bad, but this stock is worse.
One of the things I do, when I'm contemplating buying a stock, is to put in the symbol, in the Search Box on Investors Hub and check the public messages, for the stock. This past week I purchased 200 shares of TWIN (Twin Disc), there are numerous messages about the TWIN towers and TWIN brothers but not a one about the stock with the symbol TWIN. TWIN is a growing company with a steady dividend and is up about 30%, since the first of the year. Hopefully it will turn out to be a good investment, not a trade, but an investment.
Another stock I own (in my IRA) is SEB (Seaboard Foods), I did a search of the pubilc messages and there is virtually nothing there. I am not ashamed to say that I am an odd lotter, as the price of the stock is a bit out of my normal buying range, but SEB is up 133% since the first of this year and up 87%, since I bought it. This is another investment not a trade.
As for trading, one the most beautiful stocks that have found to trade high - low price cycles on (again as an odd lotter), is WPO, (Washington Post). There are no options available for the specialists to mess around with on this the stock. I doubt that very many people own it, other than institutions due to it's price but it very predictable.
So I do diversify, but I allways stay with my core postions.
Jim