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Author: tsunamied Two stars, 250 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 137  
Subject: Re: Diversification of the port Date: 11/3/2010 5:08 PM
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Hey, you want my hunch?

You want a small number of stocks, but diversification, right? Personally, to me that screams like you want a good diversified company- Berkshire Hathaway.

I have this weird feeling that the stock price is being held down because they have all that selling going on, from Buffett (for charities) and from the elderly set (to pay bills?).

And then on top of that, you have the Todd factor- this is the new Investing Officer. They did get a picture of him, after hunting him down to a hockey rink- gotta like that- but it still seems like people are starting to realise Buffett is mortal. That's scary.

Yeah, a boring pick, but I think it is strong. He did a lot of smart things when the market was down, and those things will pay off.

Or, another boring one. Exelon. Nice dividend and good prospects (nuclear energy- Republicans may like it, and it is getting in on some good deals right now). May not be the best in a inflationary environment, because it is utility-like, but I don't mind given we may face deflation, still.

I still have a couple wild and woolly ones in my personal portfolio, but I can't recommend them because they have gone up too much now (Ivernia- still has some legs, for example).

So there are a couple ideas.

Victor.
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