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Strategies & Market Trends : Value Investing

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From: Paul Senior	11/3/2010 1:11:25 PM
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Returning to specific stocks, fwiw I've made these buys and sells (not all of which I claim to be value stocks): Oil. Recently trimmed Chinese LPH (old LPIH). Added more BSIC (Bakken holdings attract), and reentered MILL (I like pv-10/enterprise value -- Company really touts its assets and progress too much for me though, and that makes me suspicious.) files.shareholder.com Auto Finance: Averaged up a very small amount on my few shares of CACC. finance.yahoo.com Reinsurer AXS came out with what seems to me to be a good quarterly report, and I upped my position a little. reuters.com Malone stock ASCMA has traded above cash value for a while now, and I've got tired of holding the stock because stock-below-cash was one of the attractions for me buying. (The other being John Malone's control position.) I really don't understand the company's business, and so I sold position. finance.yahoo.com Construction companies. Too much political uncertainty for me regarding government spending programs given relatively high p/e's I'm seeing with some of the construction companies I'm holding. Cut back on URS, closed JEC. finance.yahoo.com

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