Hi Tab, we are talking about the same thing, as far as the stock loss is concerned. If I am not mistaken, from the point of view of the IRS, you only have one bunch of stocks, and ounce you start computing gain/losses for taxes you have to keep doing it the same way from then on. The only exceptions may be IRA's and 401K's. I am not to heavy on taxes so do check them out for your self.
Come see me at Systematic Investing group #board-966 lets talk formula plans.