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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (28178)9/24/2007 10:28:47 AM
From: Jurgis Bekepuris  Read Replies (3) of 78686
 
Haven't caught up with the threads yet, but here are some of my recent trades:

- Sold KONG. Maybe should have kept stub position, but did not.
- Sold part of HRAY. Kept some.
Both sales profitable, but as I said, I am not an expert with cigar butts, so I may be leaving money on the table.

- Bought more SPF on today's crash. IMHO, dividend elimination is positive, the convertible issue is tough to value - it definitely dilutes, but may be a good step to secure funding. Will hold it lightly though - may trade on any reversal to $9 or so.

- Bought some more WSC, thinking whether to back up the truck to like supersize position.
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