Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I agree with you 100%. I recently sold half of my position in TROW because I have never fully believed it was a dominant company. It's not even included in the NOW 50 Index.

If your decision making process is to only look (bah on foes of the split infinitive!) at companies that are dominant in their industry, (which, I may note, is among the Rule Maker Portfolio's principles) then I agree with your reasoning.

I am not selling it, because I really like the fundamentals. I was just hoping that the RM would adhere more closely to its principles -- plus, it's a little painful to see absolutely no commentary on T. Rwoe's last quarter (a very nice one by the way). At least if they don't own it, I won't expect the RM managers to comment on it.

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.