Good points...more info:I'm 27 years old and, and my time horizon (assuming nothing changes the fundamentals of these companies while I hold them) for this cash is at 5-10 years. I have a high risk tolerance, and enjoy investing primarily in small to mid-cap stocks with decent growth prospects and good cash flow...or anything selling at a discount to its intrinsic value.LL (in my opinion) is selling at a discount because of its (most recent) hugely disappointing quarter...blamed on a new SAP software implementation which should improve the overall efficiency of the company. Couple that with their rapid growth and decent cash position, and I enjoy the investment immensely.I have great faith in MKL's management (esp. Thomas Gayner) and their (his) ability to beat the market investing their float over the LOOOOONG term. I wouldn't have any problem holding MKL for 30 years, but hoped to get in under $370 per share, where I see them as a good value (and they currently trade at $380). In the end, I'm not to worried about buying within 3% of my target, though.I like C because of their rapidly changing (for the better) balance sheet, and believe they will reinstate their dividend by 2012...government unloaded their stake, institutional buyers stepping in...I like AKAM for their growth prospects and cash position, but feel they may have a pull back before the next runup. (haven't done a tremendous amount of DD there, but one for my watchlist)I like YUM because of their cash position, overseas growth, dividend growth, and market position.Perhaps one of my biggest problems in investing is that I don't focus heavily on diversification, but rather tend to view each security by itself...in essence how good I feel about holding individual stocks without seeing them as a group of investments in an overall portfolio. This haphazard strategy has served me well so far (though I've only been investing for ~5 years), but I feel like I should perhaps be a little more cautious and methodical with my money.Are there any stocks you have your eyes on which would be a decent fit in my portfolio, or any changes in allocation any of you might suggest to adjust my existing holdings.?
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