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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (37418)	4/25/2010 6:04:04 PM
From: Jurgis Bekepuris	Read Replies (2) of 78594

My top 10-ish positions in no particular order: Not reported due to ongoing fund-transfer-via-liquidation. New positions: SPU, GILD Positions increased: RINO, DO Positions reduced: HOG Positions eliminated: CHBT. Overall security prices are not very attractive. Even the new positions and position increases were done at prices that are just somewhat cheap. A lot of my holdings and former-forced-sold holdings are in the area where they are not so expensive that I would sell, but I would hesitate to buy or rebuy them. Some buy limit orders hit once in a while, but most don't. On the sell side, HOG is not very expensive, but their results and balance sheet are still pretty disappointing. CHBT was expensive though for a risky Chinese play.

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