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Strategies & Market Trends : Value Investing

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From: Paul Senior	9/1/2010 4:31:39 PM
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Busy day for me. Pop in lot of stocks in today's surging market (Dow up 254) has made me nervous. Trim utilities again: NJR, CPK, SRE, PNY Trim airline RJET Cut shipper GNK Trim loan co WRLD Cut pharmas: PFE, CEPH; trim UG Cut misc penny Chinese stocks (all sold at losses) Buys: MHR: Bakken play at less than nav. GAI: Very cash rich. I'll have to go back to confirm it's still a net-net. CADC. Chinese cement co. Added more shares to my losing position.

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