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May 2007

Recs

3

Valuation Matters

May 31, 2007 – Comments (5)

At first, I thought of using "throwingdarts" as my username, which would have reflected my type of picks for the first couple months.

My selection strategy now is largely based on current intrinsic value, with a margin of safety built in for either an outperform or underperform call.

As far as when to end a pick - I only end whenever my calculation is no longer correct in comparison to the S&P 500 benchmark.

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