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Just found about TMF web site recently and have enjoyed it immensely. I had been considering investing in a few stocks before I found out that almost all of them are in the CK portfolio. I understand and embrace the concept of buying and holding for years and years, but am still spooked by the very high PE's of some of them (CSCO,KO,GPS,PFE). Am also considering DELL.

I'd appreciate hearing some thoughts from other Fools on this subject. Some of these PE's were much more reasonable at the time they were added to the CK portfolio, but since then they've gone beserk.

Looking forward to interesting and informative banter with you Fools.
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