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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (52731)	12/9/2013 4:17:31 PM
From: E_K_S	Read Replies (1) of 78676

Norcraft Companies, Inc. (NYSE: NCFT) - Sold out my starter position in this IPO @ $18.80/share Net 1 Ueps Technologies Inc. (NasdaqGS: UEPS) - Moved proceeds into this smart card payment processing company w/ a buy at $7.79/share According to Bloomberg Radio, new furnishings for housing is slowing down so I figured to sell my NCFT and book my 20% gain. I moved the proceeds into UEPS which I posted on over the weekend. UEPS is a speculative play providing exposure to emerging markets w/ their smart card payment processing system. It's a pure play but does have big exposure to South Africa and one large customer (the Gov). A recent renewal of their contract is under dispute. The company does have a solid business model and is growing their regional footprint into mexico and the U.S. My position is small and represent a 0.3% portfolio position in the taxable portfolio. EKS

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