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<blockquote data-quote="mugsy" data-source="post: 1913052" data-attributes="member: 18914">Sir,We are not communicating here.&nbsp; I, once again, did not say or imply what you are attributing to me.&nbsp; Your investment strategy isn&#039;t directly related to a company&#039;s own growth/expansion strategy but since you brought it up.&nbsp; Don&#039;t you have a mixed portfolio?&nbsp; Some real brick and mortar companies have to really stay put, at least for a while, once they have invested in facilities, etc.&nbsp; Other companies, particularly those who stock-in-trade is intellectual capital may move/change rapidly - it just depends.&nbsp; I am sure you have some long-term low but steady growth investments and some high-risk but potentially high-gain investments - do you expect every company to have the same strategy?&nbsp; As for your sell or hold decisions - doesn&#039;t that depend too?&nbsp; Sometimes holding and riding out out a rough patch is the right answer and sometimes cutting losses is the best answer.&nbsp; I said be flexible and adaptable - that applies to you and me as well.&nbsp; I didn&#039;t say &quot;here is the one specific way to always do everything&quot;</blockquote>

[QUOTE="mugsy, post: 1913052, member: 18914"] Sir, We are not communicating here. I, once again, did not say or imply what you are attributing to me. Your investment strategy isn't directly related to a company's own growth/expansion strategy but since you brought it up. Don't you have a mixed portfolio? Some real brick and mortar companies have to really stay put, at least for a while, once they have invested in facilities, etc. Other companies, particularly those who stock-in-trade is intellectual capital may move/change rapidly - it just depends. I am sure you have some long-term low but steady growth investments and some high-risk but potentially high-gain investments - do you expect every company to have the same strategy? As for your sell or hold decisions - doesn't that depend too? Sometimes holding and riding out out a rough patch is the right answer and sometimes cutting losses is the best answer. I said be flexible and adaptable - that applies to you and me as well. I didn't say "here is the one specific way to always do everything" [/QUOTE]

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