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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (44621)9/27/2011 10:09:52 PM
From: Spekulatius  Read Replies (3) of 78464
 
Well I sold quite a bit today - BAYRY, a bit of MGDDY, my starter in DOV, some ABT that are in LT gains and a few other trims here and there. I went to close to 30% cash again which is where I went to be at these levels.

I am betting that volatility is here to stay for a while and I want to make sure I have plenty of powder to exploit it.
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