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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (35369)	9/16/2009 12:02:23 PM
From: Paul Senior	Read Replies (4) of 78748

Madharry, I don't believe I know this Amanda Lang person or the show she was on. Busy day for me with buys/sells. Having some issue in writing up my new favorite stock. Sometimes these stocks just get away from me as I try to build a position. Get too excited and want to tout too. lol. Anyway, some changes today for me are: Sells: A few shares of GTI with a view to add back again if it drops back. VZ --closed position. In taxable account trimming CODI, MON, --- freeing up a little trading room. Betting MON's good growth will resume with seed development, not this year though. So given some volatility, I might be able to buy back before the growth spurt at today's or lower stock price. I have a full position in MON, so will drop it about 1/2, maybe 3/4. Selling half remaining COSWF.pk and 1/3 GLW to take more tax loss and to free up buying power. finance.yahoo.com Buys: Upping EWY a few shares. Adding to tracking position in GD. (Under p/e 10, okay/good roe history, military orders continuing) Building USEG position with a 2nd small purchase. finance.yahoo.com

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