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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (23923)5/11/2006 10:04:03 AM
From: sjemmeri   of 78656
 
I almost sold CAKE yesterday as I was doing some late spring cleaning on the portfolios. It's been one of my favorite stocks for a long time. I listened to the conf call and decided to hang in there as I too believe we'll see steady growth for quite some time. Overall I raised cash level to around 25 % - mostly just to be ready for whatever bargains come along.
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