How Large Would You Let Those Positions Get?

How large would you let those positions get even if you believe intrinsic value is well above the current price of that position? For an individual investor. I don't think that matters It really doesn't uh, it can be painful for a professional because of timing issues. Falling in one quarter or one year or whatever it can make one year look really good and then one year lookreally bad. So sometimes I would group all stocks with taking the same sort of risk together.