Comments on: Buying ACS, JKHY and WMT http://stockherd.com/moosepond/2005/08/buying-acs-jkhy-and-wmt/ Online Journal for the Moose Pond Investors Club Tue, 12 Feb 2008 02:57:21 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Ty H. http://stockherd.com/moosepond/2005/08/buying-acs-jkhy-and-wmt/comment-page-1/#comment-15 Ty H. Tue, 16 Aug 2005 14:57:40 +0000 http://stockherd.com/moosepond/?p=65#comment-15 Susan-- JKHY and WMT seem like good additions, decent PAR and good quality. We continue to try and diversify. 30 stocks is probably our upper limit. Maintaining between 20 and 30 stocks limits our risk with any one stock (like UTSI). A stock that is only 3-5% of our portfolio can't do too much damage if its price suddenly drops. Of course, the corollary to that is that a single winning stock will not have as much positive impact on earnings either. --Ty Susan– JKHY and WMT seem like good additions, decent PAR and good quality. We continue to try and diversify. 30 stocks is probably our upper limit. Maintaining between 20 and 30 stocks limits our risk with any one stock (like UTSI). A stock that is only 3-5% of our portfolio can’t do too much damage if its price suddenly drops. Of course, the corollary to that is that a single winning stock will not have as much positive impact on earnings either. –Ty

]]> By: Anonymous http://stockherd.com/moosepond/2005/08/buying-acs-jkhy-and-wmt/comment-page-1/#comment-14 Anonymous Tue, 16 Aug 2005 14:43:51 +0000 http://stockherd.com/moosepond/?p=65#comment-14 Ty, what is your reasoning in initiating new positions. Would it not have been more value added in increasing existing positions in your portfolio. Susan Ty, what is your reasoning in initiating new positions. Would it not have been more value added in increasing existing positions in your portfolio.

Susan

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