As in most subjects relating to money management, there's a wide diversity of opinion on portfolio concentration versus diversification.

No one would suggest completely ignoring news about your investments. Enron investors, for example, would have been well served to sell once early reports of accounting irregularities surfaced. But the key is to keep news in context and act only if further reflection or study indicates that the core thesis for an investment has changed.

Without doubt, timely and democratic access to financial and market information contributes to smoothly functioning financial markets.

Whitney Tilson Quotes