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Strategies & Market Trends : Value Investing

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From: Paul Senior	6/30/2011 3:43:09 PM
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Tougher now to pick up value stocks with the market up several consecutive days (DOW +126 now). I'll sell some stocks into it: Trimming utilities MDU, CNP, more. Trimming Federal Agricultural Mortgage (AGM); graphite producer GrafTec (GTI); e&p MHR. finance.yahoo.com I'll add a very tiny amount to my very small YARIY position ("Yara International ASA, a chemical company, engages in the production, distribution, and sale of nitrogen chemicals worldwide." I continue to make small buys of reit OFC as price falls today. OT: I've made a very small tracking buy of e&p SD. Several pro value investors are or were in this (maybe though from lower prices than currently). The company operates in TX, OK, in some areas where I don't have much exposure with my other e&p holdings. Company has shifted from gas exclusively to oil. I've no quantitative reason or valuation for making a purchase decision. I made an initial very small buy of Canadian company Suroco Energy (SRN.V) which operates in Colombia. Company is discussed elsewhere on SI (i.e "Canadian Oil and Gas Companies") My reason for buying: 754 bopd production + (some expectation of more)> enterprise value (where EV= $51.54M @.56/sh, per Yahoo) finance.yahoo.com

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