Why not just make your best picks and focus on those picks? Why spread your assets over a number of investments? You think, “That could diminish my returns.” After all, you’re smart and know what you are doing.
I want to thank Nomura for the upgrade. I appreciate the bump up in price and sure hope he is right.
Being a value guy, I wouldn't be buying it at this point, but I am not a growth investor. I can only say that I am happy that I own it at less than book value.
