Some of my recent buys and sells, fwiw:
Trimmed back oil service suppliers CKH, TTES, and closed APT. (APT might still be a value buy, but it's a dink company and could be a value trap.) I suspect business after the Gulf oil spill isn't going to be so great for some of these companies now that the spill is cleaned up. Pretty hard to lose money in stocks that were bought Mar-Apr '09.
Closed tracking position in fast fooder JACK. May try again under $20.
Trimmed CBST. Company cut earnings expectations.
Trimmed gold landowner CLHRF.ob.
Trimmed Canadian food processor/transporter VTRAF.pk
Added to oil stocks: ROSE, DNR, PIE.v, SDCJF, SPE.TO, ALE.v, MILL, LEI.
Added a bit to Humana (HUM).
Continued to add to my losing position in Brazilian real estate developer CYRBY.pk.
Decided to up my steel exposure. Chose SIM (Mexican supplier to auto industry). In for a few tracking shares.
Reentered SVT. In for just a few shares. I've already got buyer's remorse with this one -- doubts now about this one being a value stock.
Decided I like airline Hawaiian Holdings' prospects. Punched up my position. |
