You have to be a little aware of the emotions of the people who have invested with you.
I tried to follow Ben Graham's ideas.
Making a decision to sell is the most difficult thing we do.
If the stock goes down we want to buy more.
If the market is so cheap, you want to get something with a little more zip in it, or potential.
Ben was a great believer in buying a diversified group of securities, so that he limited his risk.