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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32708)	6/22/2009 2:49:00 PM
From: MCsweet	Read Replies (3) of 78744

Hi Paul, SUAI finally got the buyout offer. Many other stocks here have done better, but I'll take 6's from 2/3's. While I am tooting horns, I figure I might as well give a summary of recent recommendations. 1. Have been selling RCMT up just under 100% from a couple months ago when I mentioned it Message 25581379 2. Have been selling MNDO also up a lot from my recommendation in the 60's Message 25427839 3. Sold some PIY (trust bonds for FTR) up 50% from recommendation, but still own some at a yield of 12%. Message 25457872 4. LOAN I have been trading, but still own a core position. The company still seems like a decent risk/reward even though I wouldn't bet the ranch on it. 5. ABIX remains a dog Message 25174106 6. TAIT and GV, mentioned along with SUAI have worked out ok for me as well. Been selling GV until recently and got a TAIT divvy. I hear microcraps are up about 70% from bottoms and others on the board have had better picks, but I am quite content with this year's performance. Looking to take my risk down a notch from here given the limited opportunities I am seeing ... MC

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