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Tom,

Thanks for your reply, including the following:

"I think a little more 'love of company' and a little less 'lust of stock' might make us all better investors. So perhaps I'd change the title to, 'Companies We Love.'"

Thanks for being willing to reconsider the focus of the feature "Stocks We Adore," but my point wasn't focused so much on "Stocks" vs. "Companies" as it was on "Love" vs. "Invest-in-but-continue-to-evaluate." Falling "in love" with a "company," as much as falling in love with its "stock," can, IMHO, blind us to the company's -- or the stock's -- flaws. By allowing ourselves to "love" a company, we MAY be too willing to overlook its flaws, too vulnerable to feeling an ill-advised sense of loyalty to it when in fact selling the stock might be the prudent thing to do. One wouldn't sell a "loved" or "adored" friend or family member, but one should be open to selling a stock if its fundamentals deteriorate. I realize that the Rule Maker Portfolio IS willing to sell a stock, as it did with the Gap, Inc., but the love factor may have caused the portfolio managers, in this example, to hold onto the Gap longer than was prudent.

I guess my concern comes down to this: Saying (or thinking) that one "loves" or "adores" a stock or a company leaves one vulnerable to having "feelings" interfere with analysis of a company's fundamentals as a potential or ongoing investment.
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