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Strategies & Market Trends : Value Investing

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From: Paul Senior8/3/2007 4:36:56 PM
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Ugh, what a tough day for those long in the market. For sure for me.

I give up on RAS. Too many unanswered questions, and for me, the stock too far down too quickly. I bought in June @ $30, with small additional buys all the way down to $11. I'll take my lumps on this one. OUCH!

I also gave up on my few shares of homebuilder MTH, and I'll take my losses there.

I added to RSO. Leon Cooperman is still a buyer.

I continue to trim CX and ASFI.

I added to GNW (based on P/bk), RIT, VLO and PSEC

finance.yahoo.com
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