SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul Senior11/22/2006 11:31:45 PM
  Read Replies (1) of 78715
 
I continue to sell some losers and trim positions in others:

Fwiw:

Gave up on orthopedic device supplier SMA. (In 3/05 @19.40;out @13.27)

Sold most television station owner YBTVA. (in 5/05 @5.22-6.11); out @2.23)
Did not work well trying to catch this falling knife. (Took losses on this one last year and earlier this year too.)
This sector is beat down. YBTVA worse than most---maybe with good reason (incompetent family member manager?). Rather than considering adding back shares now or 31 days later, I decided to go with another in the sector, GTN.

Trimmed Mattel. Right stock for the wrong reason. I believed/bet American Girl would be the catalyst. Seems like Elmo is the thing drawing the attention.

Sometimes I actually believe I know what I'm doing with stocks of electronic component distributors. Then there's SEMI. I'll take my lumps, and now have sold most. (In 12/03 @4.50-4.62; out $3.09-3.16). Otoh, BELM is one that seems to have worked: trimmed position yesterday @7.22; in about three months ago @4.46.

Closed position in Avis-Budget (CAR). I conclude I don't understand how to value this one. Company losing lots of money per announcement yesterday, but yet stock could be a potential buyout candidate ala Hertz. Stock is hanging in - maybe even moving up.

Backpedalling on CRMT. This is an auto retailer. Company has announced poor earnings and not-so-great prospects. My latest adds were before the announcement, around 14-15 (7/06;11/06). I've been selling these shares now between 11-13.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News