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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (30245)3/6/2008 11:16:56 AM
From: Jurgis Bekepuris  Read Replies (1) of 78698
 
I looked at my portfolio and decided to build large positions in HOG, SNDA and UTMD. Which I am doing and going to do going forward.

Apart from that, I already have a large positions in CRDN, HW and WSC. May add if these drop down a lot.

Added today to AEO.

Finally, I think that WFC is one of Buffett's 2007 buys that is really worth adding to. However, with my WSC position I may have some exposure already.
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