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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (48254)	7/6/2012 1:19:51 AM
From: Jurgis Bekepuris	Read Replies (1) of 78475

My top 10-ish positions in no particular order: UVIC, GLW, MSFT, PMGLF, MHR-C/D, DRAGF. No changes New positions: SBMRY Positions increased: WU Positions reduced: PERI Positions eliminated: ATW, UFPT, FVLEF Flip-flop: Not much activity this month. I have sold (ATW, UFPT, FVLEF) or reduced (PERI) some lower conviction positions. None of them were overpriced, so the sales were more defensive than profit taking. I added to my WU position. I initiated small SBMRY position - not very cheap stock right now though.

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