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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (46144)1/12/2012 11:24:08 AM
From: Spekulatius  Read Replies (1) of 78750
 
dumped MPC at 33.25$ for a quick gain. I also sold RGA (LT holding) and bought a 2nd batch of NWLI for my taxable account.

Einhorn is eating crow with CFN. If he sells out and this stock goes below 20$, i'd be interested. this spinoff from CAH may well work out but the medical sector is tough right now and the valuation was a bit rich or at least not in straightforward value territory.
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