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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23362)	2/23/2006 4:12:45 PM
From: Madharry	Read Replies (3) of 78548

I heard someone quoted on CNBC the other day saying that natural gas was too scarce to be used to furnish electricity. It seems like I never know when to sell or reduce my position on stocks that are moving up. Because of the sharp rise in SIL and the size of my position I decided to keep it at maximium level position and have been taking profits in it as it has been going up. Still have a good size position but a third less shares after today. It seems to have moved up from the 15s to over 21 in about a week on no news. I used some of the SIL funds to increase my position in SSRI which seemed undervalued now relative to SIL. We shall see.

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