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No. of Recommendations: 20

Just wanted to say thanks for continuing to post this data each week. I really appreciate it, as I know many others do.

I used BI in my port for the first time in '05. I bought 8 stocks in early January (AG, BER, CEPH, CYH, IVX, LRCX, OSG, SMG), sold 3 at mid-year, and held the rest through this week.

This port was up 18.5%, prety darn good considering that 3/8 was sitting in cash for the second half of the year. Of the 8 stocks, six enjoyed double-digit gains. Here are the returns:

AG (16.3)%
BER 53.2%
CEPH 12.7%
CYH 40.1% (through 6/7/05, when sold)
IVX 32.8% (through 6/7/05, when sold)
LRCX 20.3% (through 6/7/05, when sold)
OSG (0.6)%
SMG 35.6%

Only AG was a loser. OSG was up a ton early, but fell later in the year. As several folks warned, it trackes the price of oil a bit, and is a somewhat volatile stock. I almost cashed in a ~30% gain after a month or two, but let the "winner run." Since it's still at the top of the BI screen, I'm going to hang onto it for awhile.

Too bad I sold IVX, as it almost doubled after my sale!

I am rebalancing now and intend to rebalance quarterly this year, though I won't have rigid guidelines about doing so.

I really like value-based approaches, and all the work you put into developing this approach speaks for itself. Thanks again!


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