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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24924)10/4/2006 10:03:03 PM
From: Spekulatius  Read Replies (1) of 78705
 
Monster day for the market today. Did some successful daytrades with energy stocks SU and VLO. Sold my 1/2 of my MSFT (which nobody wanted a few month ago but quietly crept up) and YRCW after reevaluating the pension liabilities. Bought some more CNX (see my post about CNS 80% ownership in CXG)

Portfolio up almost 2%. Still owning HP, OIS (starter positions) XEC (loosing) and CVX in in energy sector. More than 20% cash now ready to deploy for whatever.
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