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Strategies & Market Trends : Value Investing
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From: Spekulatius1/4/2011 5:06:04 PM
   of 78451
 
Recent sales: AYE, COV, EBTC, PEOP, FWLT.

Buys: some illiquid bank stocks - small positions (too illiquid to even name in this board because I want to lowball more).

Overall I am a net seller - cash up to almost 40% in my IRA and 30% in my taxable account. My IRA is up almost 30% in 2010, my taxable account somewhat less. A great year that is unlikely to repeat itself, imo.
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