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Jim,

I really like your portfolio. As a value investor, a Mixed-Up Expectations focus is ideal for finding some real stock values. But I just discovered your portfolio. Which in a way, has turned out to be a good thing.

I've taken a look at yuor picks that have actualy decreased in price since you picked them and have assumed that they've gone lower because their stories just haven't played out yet--the market hasn't yet recognized its mistake. Picked up some PWER shares this morning at $7.89. Looking at F, but have decided to watch it a while to see if it goes even lower.

Thanks for the picks and I feel that I've gotten a good buy with PWER.

Bikerliz
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Hi Bikerliz,

Thanks! Hope you stick around, sharing and learning.

PWER shares this morning at $7.89

<SOB!>

Once up 30%, now down nearly 11%. I'm going to have to think real hard about adding a final position. That would make it a 6% investment, which is supposed to be reserved for my highest conviction picks.

Cheers,
Jim
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