My top 10-ish positions in no particular order: NRF-A/B, UVIC, MHR-C, EBIX, IDCC, GFRE, GILD, GPOR, COPJF, PBEGF, CSGH, DRAGF. Changes in top-10: None.
New positions: FSR, CELM, TOT
Positions increased: FRFHF, GLW, TXIC
Positions reduced:
Positions eliminated:
Interestingly enough, zero sales this time. I tried to sell ASRG when it announced delay in filling quarterly report, but fortunately did not get a fill. After report was released, I decided to keep it for now.
However, end of the year is coming and I plan follow the time honored practice of portfolio managers and clean up my stables. ;) So if anyone wants cheap shares, get in line. ;)
FSR is I believe Spekulatius suggestion. Looks pretty cheap, so I bought an exploratory position.
CELM reported pretty mediocre earnings after I bought the stock, so I'll probably won't buy more.
TOT is a one of pick-your-supermajor-cheap-oil-co. Nothing more to say.
In terms of portfolio additions, FRFHF and GLW are usual additions on dropping stock prices.
TXIC is somewhat a gamble - the company still has not filled 2009 10K and replaced CEO/CFO/etc. On the other hand, stock tanked on news to pretty much "get it for free" level - 15M market cap for 100M sales and earnings positive company - if they ever release their numbers. So pick your poison. ;) |
