We don't put the same amount of money in each stock.
We basically followed the idea of buying comapnies selling below working-capital - at two thirds of working-capital.
A lot of companies have lots of assets tied up in plant and equipment. Well, is it old plant, or is it new plant?
Fear and greed tend to affect one's judgement.
If the stock goes down we want to buy more.
Have patience. Stocks don't go up immediately.