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Subject:  Re: Dead Port Update 8/24 Date:  8/30/2001  7:35 AM
Author:  FDWBaltimore Number:  4553 of 5674

Could you please not include the Bore port in the tables? No one has made a move in the portfolio in nearly two years -- and that's with around 16% cash when I left it with a ton of opportunities between October, 1999 and today.

Also, the whole Bore approach was about securities analysis, not picking stocks without justification or exploration into the salient investment merits or demerits of a company and its stock. I mean, do what you want, but I don't see this approach as keeping at all with the heritage of the Boring approach as promulagated by me and Alex Schay or Greg, either.
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