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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29633)	1/10/2008 3:40:25 PM
From: Jurgis Bekepuris	Read Replies (1) of 78465

Added to AHT today. Wanted to add to AEO or CHS, but I am not buying into rallies here. Same with CHNG. Sold BAC. I am not sure I would like it buying CFC. Again with my exposure to WFC and USB, I will see whether BAC buys CFC and how market reacts. I may miss out on a rally, but IMHO BAC can dive down if it buys CFC too.

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