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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (34916)10/30/2009 12:03:56 AM
From: Spekulatius  Read Replies (1) of 78666
 
NSRGY (47.15$) AYE (24.1$). I Sold my NSRGY position in my IRA account (keeping a substantial position in taxable accounts). Almost a 50% gainer for me. Quite amazing what a food stock can do without any substantial change in outlook.

I bought just a little AYE (electric utility). That was just about he only stock down today. They do have quite a bit of coal plants (with some build in advantages, as management claims) but also quite attractive regulated and transmission assets (the latter is where they put a substantial part of their investment $ in).
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