My top 10-ish positions in no particular order: IGK/IDG, NRF-A/B, UVIC, GPOR, EBIX, GILD, FR-J/K, AEH, COPJF.
New positions: PWRD, DGX
Positions increased: PBEGF, GILD, GEOI
Positions reduced: ISF
Positions eliminated: None
Although market is somewhat going up, I am still adding to positions. PBEGF and GEOI are pretty much oil/gas E&P plays. Medical stocks are (deservedly?) getting no love, so I added to GILD and started position in DGX.
Since the Euro-panic has passed, IND prefs have moved up. I lightened up on my large position by selling ISF. |
