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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (34695)	6/4/2009 10:01:27 PM
From: Spekulatius	of 78746

re NSRGY. I'll keep that one - it has underperformed UL where I started to reduce my shares. That one paid out a nice dividend as well but is now close to fair value, IMO. What has really cost me is CAH :-(. I added some shares at 32$ and 29.5$. The management outlook for CAH was a major disappointment. What makes me mad is that they were putting a proxy to vote for repricing of stock options just a week or so ago. Of course I voted no, i think now they deserve it even less. i was considering to bail out just a few days ago when the shares went to 36$. Could have - should have.

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