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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (48590)	10/23/2012 6:14:50 PM
From: E_K_S	Read Replies (2) of 78748

Trinity Industries Inc. (TRN) - Closed out position original started 7/5/2012 @ $24.69 Lucas Energy, Inc. (AMEX: LEI) - Peeled off some high priced shares Abraxas Petroleum Corp. (NasdaqCM: AXAS) - peeled off some high priced shares Samson Oil & Gas Limited (SSN) - peeled off some high priced shares. Closed out my TRN position since $32.00/share is close to my conservative GN$ value. $39.00/share was the high end of the fair value range and $32.00/share is the low end of that range when TBV is used in the calculation. Several of the mid cap and large cap stocks are missing their EPS numbers and TRN did say Q3 rail car orders were off. I thought I would book the gain and revisit the stock later. I am finding other significantly undervalued EKS$ and GN$ plays so, I may move some of the proceeds into those names. Time to re balance the basket of E&P stocks selling high priced shares. I will revisit these stocks and others for new low cost shares in 31 days. EKS

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