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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20514)1/28/2005 2:30:10 PM
From: Grommit  Read Replies (4) of 78666
 
Latest purchases and reshuffling for the new year:

TM - Toyota - talked about here. I joined in. (holding other automotive - JCI, BWA)
CLE - retail. Looks like a good bet after a price reduction.
BDK - owned it last year. nice year end announcement - I just bought it back.
ETN - just bought it.
BHP - just bought it. a bet on commodities and china economy.
ATYT - hi tech. bought some.

YELL - nice announcement. holding. well actually, I bought a little more.
OVNT - ok. why the drop? holding.
KMI - holding. nice dividend increase.

ANF - just sold it all at a great profit.
TJX - just sold it all, at a good profit. CLE a better bet.
LIZ - just sold it all.
BEC - sold early this AM. beat the crowd. very nice profit.
KWD - sold - loser, loser loser.
RI - sold some at a loss.
RCRC - sold all - nice double.

Also, happily holding housing and coal. They had great results and have great outlooks:
BTU, RYL, KBH, CNX...

biggest holding ACAS. sold some.

lemme know if I picked any dogs!
hopefully there are some there that we can profit on.

regards,
grommit
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