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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35954)	11/16/2009 12:37:49 PM
From: E_K_S	Read Replies (3) of 78659

Peeled off 25% of SI shares. Peeled off 20% of AU shares. Started a new position in FLR to add to my infrastructure group. finance.yahoo.com Sold 60% of SE shares and moved the proceeds into SUG. finance.yahoo.com I have owned SRE for years and it has been a good dividend payers and grower (almost a 3 bagger from late 90's). I like TPZ but it trades funny and you have to be disciplined on your buy levels. Option expiration Friday and I expect to be Put some shares of NYB as I build up my position. I like the 8% yield and see minimal downside, Good move today on BMY (up 6%) as the company is selling their 65% ownership in Mead Johnson Nutrition (a formula firm). Not too sure what to do as BMY is selling this asset at less than they wanted ($60/share) and will use the proceeds to buy BioTech assets. It sounds like I might want to hedge my holdings with some covered calls as BMY's future earnings hinges on their successful completion of these transactions. I find that I usually get better results to sell 1/2 positions and/or buy 1/2 positions rather than all or none moves as long as the long term prospects remain stable. EKS

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