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Strategies & Market Trends : Greenblatt's Little Book That Beats The Market
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From: Paul Senior1/5/2007 8:28:39 PM
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I hold many of the stocks on Greenblatt's current $1B+ list.

Here are changes I recently made, fwiw:

I trimmed back a little on PCU & PD. (Declining copper prices have made me nervous.)

I closed KG. Not much stock movement in that one in the time I held it. (I suspect Greenblatt formula to switch out after one year holding might be appropriate here.) Also slipping & poor roe --> I'm basing on roe rather than Mr. Greenblatt's ROIC calculation, and with KG, I don't see "high returns" at all.

I cut back clothier AEOS and added to ANF.

I periodically trim a relatively outsize position in refiner, HOC.

I'm adding to refiner VLO now that it is under $50/sh. again.

Recently I made a very small buy of MLI.

finance.yahoo.com
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