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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (23780)4/28/2006 11:45:11 PM
From: Spekulatius  Read Replies (2) of 78697
 
Some recent position changes:
Sold 1/3 of my VIA (loosing patience) and 1/2 of INTC (sell the rebound and get back in?) and ALCO (sell into recent surge, FLA rea estate weakness).
Bought EBAY (cheap relative to PEG), added to MSFT (take advantage to todays weakness).
Overall, i have increased my cash position somewhat, which will allow me to take advantage of buying opportunities.
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