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Strategies & Market Trends : Value Investing

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To: Dan Meleney who wrote (38053)	5/26/2010 9:57:51 PM
From: Dan Meleney	Read Replies (1) of 78714

Excluding illiquid positions that I'm trying to grow/shrink, here are my largest holdings: Value plays (lots of cash ready to invest here when better opportunities show up): AMPH EDAC FVE GLUX LTB&H (I'd like to get this list down to 10-12 companies): AAPL BRKB DD FDX GE HD JNJ KO MMM MSFT ORCL PG TJX UPS UTX XOM Small positions, from old LTB&H portfolio, to be sold when hedge funds start shrinking their positions in them: AMGN AXP BAC DELL HOG LIZ PFE Growth plays (small allocation into what may become a huge gorilla): AMZN Recently closed positions, primarily to concentrate LTB&H portfolio: CSCO EBAY IBM LUV WFMI (I'd have kept WFMI if the valuation hadn't gone through the roof)

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