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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (18863)3/11/2004 10:21:12 PM
From: Grommit  Read Replies (10) of 78523
 
FWIW: Up 6.8% YTD vs. 10.1% on 3/5/04. So I lost 1/3 of profits since 3/5. No big deal.

vs. these indexes YTD:
nyse 0.3%
nasdaq -2.9%
S&P 500 -0.4%
Dow -3.1%

Sold TOY recently. Maybe I'll list my holdings here for those who may find something of interest.

Equities:
WM LNR BEC BSTE BHAG OVTI ACS DLM OSIS DRI EAT TOY TTC JAKK JCI RCRC TJX ANF ROST KWD HCA UNH CNC HKF LIZ HELE BL SVU KTEC CAG SLE CRRC YELL OVNT BEL ATG LNT BTU KMI BNI CSX SPF
RYL KBH AMWD

Interest paying stuff (in yahoo format) Sold a bunch of prefereds recently -- those with lower yield and higher prices than these:

ALD ACAS MCGC EOP CLP NHI NHP FR SNH UHT MAA AIV BED GRT GLB TCT HPT HRP LXP NNN PP UDR HIW AIV_pg FR_pd MAA_ph CLP_pd PEI_pa GRT_pf GRT_pg HIW_pd PKS_pb

I'm 36% REIT, 31% Equity, 11% preferred, 22% other (non- stock market).

Pick what you like. I hope my list makes you some money!

OT:
Michael Moore said that he gave his entire Bush tax savings to efforts to defeat Bush. He said it was worth millions to him. I just finished my taxes and the savings are unconscionably ridiculous, thanks GWB. I gave some back here:
contribute3.johnkerry.com

cheers!
grommit

michaelmoore.com
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