My top 10-ish positions in no particular order: GTE, GFRE, TIP, GLW, GPOR, IGK/IND, FR-J/K, IACAF, HOG, OXY, JNJ, NBG-A, PKX, PBEGF.
Purchases: SPPRO, MILL, CPBY, ARO, UEPS, REN, FUQI, GEOI, HI, CSGH, DO, SGZH, MAIL, GFRE, MSFT.
Sales: BUCY, COH, GFRE, CHME, BCS-C, PBEGF, FR-J/K, GRMN.
More things in buy range, not much to sell. Might have to relook and trim positions in some companies that are not doing very well with their business. It's not clear if pure GPS providers will survive and remain profitable (GRMN). It's not clear there is a great future for once super-brand HOG. |
