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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (43779)8/8/2011 2:54:38 PM
From: Grommit  Read Replies (3) of 78702
 
I am a net seller today, selling things that should not be sold, but wanting other things and cash.

Rearranging deck chairs:
Sold 1/2 CVX, all UNP and all COR (smaller positions), and some KMB.
Bought some 8+% pref shares, plus GOV (8%), DLR (5%), LXP (7%).
Paul, I also sold TOT, but got out on 7-21.
Only good news is that I sold early in the day and bought later in the day. :o(

Time to hunker down and see what tomorrow brings. I want to throw my computer away and come back next week.
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