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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (3745)	2/19/2006 10:47:23 PM
From: Shane M	Read Replies (1) of 4691

All, I try to post my account changes here over time. Here are some recent sells: In late January I sold my long time position in Deswell DSWL. I don't know if I've discussed it here, but this was sortof a sad one to let go. I'd held it for about 10yrs and wanted to hold it until I retired as it was one of the first stocks I'd purchased after getting enough cash to buy stocks after getting out of college, but this was a case of letting sentiment get in the way of investing. Growth had slowed, PE was relatively high, and news of a manager at a division booking phantom sales sent the shares skidding. It was a good stock for a long time with a great big dividend, but time to step aside for now. Lesson learned. Also I'm placing an order to sell Trex TWP. This might be bad timing as there have been a couple of recent upgrades, but it's been a loser for me and I want to clean the decks. This company blew up shortly after I purchased it and was my largest % loser for the year. It's not the kind of company I want to own any longer. I will keep an eye on as I like the product, but not the stock currently. Recent quarterly results weren't what I was looking for.

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