With market up again today (DOW almost another 100 points), I sold into strength.
Trimmed or eliminated some insurance positions: HALL, FSR, AEL TRV. finance.yahoo.com
Trimmed or eliminated some utilities: XEL, AES, ALE, AGL, CWT
finance.yahoo.com
Trimmed various: FMC, LAD, EZPW, AIRT, GTI, FLR, CALM
finance.yahoo.com
Closed stub DO
Lost patience after 12 mo: FVE
I may reenter some of these if shares fall back.
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Stepped up for a very few more shares of marine fuel supplier ANW.
I am continuing to build positions in small e&p companies that are active in western US shale. Also in foreign companies that have shale holdings in their domiciled countries. |
