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Hey there Mr Market, I asked about KCS a looooong time ago... it's a dog... and it's been nipping at your profits since May 17th!

I still wanna know what your defensive strategy is. When do you sell a bad pick? I think a loss of 7% from the time you purchase is a healthy time to cut bait. Hanging onto a stock that's headed further south is only going to hurt worse. Does KCS still shake through your screens? NHCH? ANF? WGOV? All May buys I notice... ;)

- Sco


My dearest Sco,

All of the companies you mention above are tremendous values right now with ultra-low P/E's. I certainly do not mind holding them in my portfolio.

$$$MR. MARKET$$$
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