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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (40040)	12/3/2010 9:34:20 PM
From: Grantcw	Read Replies (2) of 78576

Portfolio Update 12-3: GDX & GDXJ (9% Total) MSFT (8%) Other Significant Positions (Between 4-7%) CSCO QQQQ NE ACTS ATPG NXY TOT E Buys: Initiated a position in SVU, E, SD, & NXY Increased TOT position Sells: Trimmed GRVY Closed INTC and GEOI Note: I'm also taking about 10% of my portfolio and speculating a bit with some high volatility biotech companies by writing high premium covered calls. I'm not listing my position increases and decreases of these. Maybe if I start making some money on a monthly basis I'll start talking about what I'm doing. :) Thanks, cwillyg

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