Lee,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!Chris
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