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Strategies & Market Trends : Value Investing

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From: Paul Senior	9/25/2006 10:21:21 PM
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Have got tired of a few stocks, and sold some of the shares. Trimmed ABT position today. I have a full position in CGI built up over several years. Company still looks like a decent value to me. I see lots of recent insider selling though, and consequently I've decided I no longer want to maintain a full position in the stock. (Sold about 35% today.) I've been holding FDC with purchases in '03 and '05 in $37 range. Stock's nearer it's 12 month lows now ($40), and I decided to close the exploratory position and reevaluate after the Western Union spin off. (Stock still looks good though on a relative p/sales and on profit margins, imo) Trimmed small HSOA position. Trimmed recent purchase CSG. Closed stub position in DTV. Not sure how to evaluate the stock now. Some media discussion about worth of DTV to Malone vs. worth to Rupert. (I see stock has climbed to an all-time high in after-hours trading today.) I added a couple of times to NSC. One add was in April @$53.79, my highest cost shares. I'll sell that purchase for the tax loss. Trimmed GE position. ====================== Adding more to HTE position. finance.yahoo.com

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