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Strategies & Market Trends : 50% Gains Investing

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To: Paul Senior who wrote (64904)	9/20/2008 11:58:40 AM
From: Dale Baker	Read Replies (1) of 118717

My stop in PCP was purely defensive with a company I did not know well; both PCP and BEAV did not do as well as many other stocks this past week, and PCP is still 8 points under where I sold. Makes me think there is something up in aerospace that I don't know. Very possible since I know little about the sector. I know much more about Keppel and their business. But I reduced my position there down to a stub based on recent downgrades. Tomorrow I will be searching in earnest for more new ideas. For today, I have other plans out in the real world to go enjoy. Been chained to my desk the whole week, enough already.

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