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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (34301)	5/30/2009 11:54:24 AM
From: Jurgis Bekepuris	Read Replies (6) of 78613

My top 5-ish positions remain the same: GTE, BRK, OXY, GLW, NOK, CHME, GPOR. Added some WH and GFRE, sold some CX, SNDA, DCE, most of GU. One of my accounts is up ~40% this year. With this runup I have upped my cash to about 10%, may up it more.

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