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Strategies & Market Trends : Value Investing

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From: Paul Senior2/4/2008 5:31:54 PM
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Seems to me to be harder to get fills now at the bargain prices that value investors were seeing in past few weeks.

I got a little more of Brazilian bank, BBD, and a little more of Russian oiler, LUKOY today. I also added some shares to my few of restaurant chain GRIL. (GRIL desn't seem to have too much debt compared to other restaurant stocks I've looked at. Also, Barron's reports there's been some accumulation by an outside investor.)

finance.yahoo.com

Continuing to take my lumps in drug chain [t]WAG[/t], I am selling more today with a view to exiting position. I'll add to [t]RAD[/t] though if it drops again on no adverse news.

I closed positions in [t]R[/t] and [t]WPC[/t] today. Positions established 8/05 and 12/05 respectively.
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