Normality returing to markets

A few AIM names that were out of control heading back to realistic levels

the small co. "sh*t floats in a rising market" being adjusted

In my experience this is the time to evaluate your portfolios and decide to keep the quality and get rid of the rubbish that has outstayed its welcome on your books. If things get worse you will be able to sleep at night if the fundamentals of your holdings add up irrespective of what the technicals may be screaming.

A stock that is up 300% (pick a resource stock for sake of argument) may have recently fallen 20% over the last week but that may not mean it is a buying level...it may have way further to fall.

Not teaching all you guys to suck eggs but I really enjoy this board and just want to start a thread that promotes a balanced portfolio and reasonably hedged against implosion.

OK, so here is the question...which stock(s) do you guys FUNDAMENTALLY think you would hold regardless of market movement over the last few sessions, and would like to still have in your portfolio in 3 years time (or 30!)

To kick it off, I would propose AMEC as pension money and SEY as a quality resource play for the future.

cheers
rgds
PT

that is a great idea GF.

this is a healthy mini shock to the market and i agree with the man at bberg that we may see some further decline. for the record i see the dow rebound strongly from 9800.

EMI is looking good one now. another one in my long term stable (lets hope not kennel!)

I like BEG as well and of course I will hold on to my NLR--though I wish I'd taken profits a few weeks back!

NLR is a tough one. love the concept but the risks of competition/visa/paypal/US legalisation may encroack on their turf. thinking about it though. cheers.