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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29562)	7/15/2008 11:02:00 PM
From: E_K_S	Read Replies (2) of 78530

Here are the recent holdings in the CGM Focus fund (CGMFX) that Ken Heebner manages. You mentioned this fund back in January and its worth a look to see what he continues to hold. quicktake.morningstar.com Here are a few of the foreign holdings that caught my attention: Companhia Siderurgica Nacional SID (NYSE) Gerdau SA GGB (NYSE) Bank Bradesco BBD (NYSE) Unibanco - Union of Brazilian Banks S.A. UBB (NYSE) It looks like he also had a short position with Washington Mutual as one of his top five positions. He did well with his WM short as earlier this week it traded down to $3.03 (a 35% loss on the day!). I wonder if he covered? Do any of his current holdings look like "value" opportunities to you. If so, which ones do you like? EKS

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