| With the end of 2004 only two weeks away, portfolio managers should be looking ahead to 2005 as a
fresh start. We believe that old, stale equity holdings must be reassessed, new opportunities should be investigated and a new plan of action undertaken for the next 12 months. In effect, a clean slate should be put in place for 2005 with new goals and objectives, price targets and reinvigorated disciplines. |
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