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Strategies & Market Trends : Fundamental Value Investing
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To: bruwin who wrote (1743)5/13/2012 9:21:53 AM
From: bruwin1 Recommendation  Read Replies (1) of 4719
 
It's just over a month since my last posting of the "Sergio H" and "Buffett Portfolio".

It seems that both have fallen back a bit over the intervening period, Sergio H by 3.7% and Buffett's by a lesser 1.8%.

Not surprisingly we've seen a large fall in JPM's performance, based, to a certain extent no doubt, on their latest, rather embarrassing revelations regarding their $2BILLION trading loss !
CAT have also fallen from 40.2% to 26.5%, as have UTX from 14.2% to 8.0% and AA from -0.8% to -5.9%.
Major gainers were TRV from 20.2% to 31.9% and current leader DIS from 35.9% to 43.7%.

In the Buffett Portfolio the major decliner was GCI which fell from a previous gain of 54.2% to its current 39.1%.
Stocks that have improved by reasonable amounts are IR up by 8.2% and KO up by 5.9%.
USG continues to improve to show an overall gain of 150.4% in just over 7 months !

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