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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (44504)9/22/2011 8:27:27 PM
From: voodooist   of 78744
 
I'm mostly cash. Trading around an SDS position. Sold alot today, bought some back. Added to NOK. Waiting to add to RIMM. That might be a mistake.
That's about it, save a couple of former pennies that are now trading in the 4.5 range. MYRX, SLTC, some weird stuff. PSSR not weird. You can't buy or sell it, so fuggedaboutit.

I had a decent size position in GR Goodrich, before the secondary, even cheaper than the secondary at the time (M/L wouldn't give me any and I was a very good customer). Didn't matter, I had it cheaper. They drove it down to give a gift to the institutions on the secondary. who would have thunk 120 bucks. sold after two years for a about 2.3 bagger. OY, sold at around 35 a long time agol
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