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Strategies & Market Trends : Value Investing

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From: E_K_S9/2/2010 4:13:45 PM
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FWIW Peeled off shares in VALE S.A. American Depositary (NYSE: VALE) and General Electric Company Common (NYSE: GE). I will book my small profits and re-enter at 10% lower prices is opportunity presents itself.

Some tax loss selling on RAIT Financial Trust (RAS). Closed out my small position in Shaw Group Inc. (SHAW) (19% return w/ no dividend). May re-enter any of these engineering construction companys on any 20% correction. For now I hold a 50% position in CBI betting they get better than average business from NG integrators.

EKS
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