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Strategies & Market Trends : Value Investing

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From: Spekulatius	8/10/2010 4:56:35 PM
	Read Replies (4) of 78748

Some buys and sells: Buys: HP (42.22$0, ITT (45.12$), HCBK (12.02$, add) Sells: NAVG (44.3$), DF (11.28$) I sold DF to harvest tax loss. I do not see any near term solution to the pricing pressure in milk products that squeezes DF's margins and the balance sheet is not a thing of beauty either. NAVG has appreciated somewhat despite lackluster earning numbers - it is still trading below tangible as do many other insurance companies.

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