No. of Recommendations: 0
Calling bk777 (Bernie) or anyone else tracking the 'Ratband Portfolio' of 10:

Some (most??) will recall our consensus selection of 10 stocks, assembled so graciously for us by Bernie (of birth-order fame). This was back in April (his message post 4/21/99) after much discussion.

2 questions/requests:

1) could we see an update (now that 1 'quarter' has passed and the ongoing summer 'rally' has declined a bit)?

2) is there any consensus about whether we should amend the list from time to time, as some selections fall out of favor with board members, or others gain favor? (e.g. AWRE has been dropped by some/many(?) posters here, CNXT has been added by a number, GBLX was always a favorite). Just wondering what the feeling is about modifying - or do we just "do-or-die" forever with this portfolio on the strength of the original 10?? Cut weak performers?? What??

For those who've forgotten, or weren't around, here's a link to the 4/21/99 post:

And here are the stocks with price and share no. as of that date ($5K for each):

ARMHY $135.00 - 37
ATHM 118.94 - 42
AWRE 46.00 - 108
BRCM 60.00 - 83
ELON 8.75 - 571
EMC 101.43 - 49
HLTH 49.00 - 102
QWST 82.00 - 60
TERN 40.00 - 125
UNPH 105.62 - 49


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