Date updated:07-26-2007
The goal of this portfolio, like any portfolio, will be to achieve above-average appreciation with minimal risk. I will attempt to follow these objectives by finding securities that I believe are undervalued and/or overlooked by the "Mr. Market." I will reach this objective by focusing on a few fundamental ideas:
1. Invest in securities with a relatively high Margin of Safety, therefore creating an equally relative low amount of associated risk.
2. Awareness, yet passive ignorance to the efficient market hypothesis.
3. "... put all your eggs in one basket, and watch that basket...” - Andrew Carnegie
4. "Invest at the point of maximum pessimism" - Sir John Templeton
Along with other ideas and anecdotes, I will follow these main criterion set forth.

-
BZH
Beazer Homes Usa - $5.10
- +8.74%
- $5.09
This security is currently selling at a comfortable range below its net current asset value.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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