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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (42154)	4/5/2011 4:51:37 PM
From: Paul Senior	Read Replies (4) of 78507

I continue to trim positions. Today: BBD sell @21.01; shares bought 11/07 @ $16.64-$17.54. Disappointed in slow stock performance of this Brazilian bank. I continue to hold a full position. GOV selling a little more @ $26.98; shares bought 11/10 @ $25.69. I'll try to buy back these back at lower price. QADMF out @$14.90; shares bought 5/07 @ $11.49. Lost patience with it PVR trimmed more @$27.59; shares bought $26.64. This was just a trade on acquisition of PVG by PVR. Still trying to eke out a few more pennies before I completely exit this lp. AMP closed @$62.12; in 7/10 @$36.71. Prominent error by me with this one: bought only a most small tracking position (mistake one). Tracked it all right,but never had courage and or focus to add shares (mistake two). BIG: trimmed @44.12; these shares bought 10/10 @$33.05. This stock mentioned and owned by me many times over the past years. Current situation is this: company says it is reviewing its options and may put itself up for sale. If so, the scuttlebutt is that the shares will go for at least $50 per and with a chance of up to $60. I hold a full position. At current price, stock to me or for me is fairly priced and by that, I'd be a seller. I have no courage to hold all my shares on the hope that there will be a buyout, and at a price at $50 or more. Since there's now, imo, a premium built into the stock -- the expectation that there will be that $50 buyout - I'll just take a few shares off the table. I still hold a full position now though. NI. Trim some at $19.26; bought 10/10 @ $17.76. Most utility stocks I am following are near 12-mo highs. At this time, I'll take a chance on SUG by switching into a little SUG @$28.71. Whereas NI has some superior metrics such as lower p/bv and much higher dividend yield, SUG has been consistently able to increase its book value (not so with NI). I may be able to live with that longer than I can tolerate NI's stalled growth in stated bv and low returns on that book value.

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