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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (49675)	11/7/2012 1:26:42 AM
From: Jurgis Bekepuris	Read Replies (1) of 78462

My top 10-ish positions in no particular order: UVIC, GLW, MSFT, MGDDY, MHR-D, DRAGF, PWRD. In: PWRD on price runup. New positions: WDC Positions increased: PMGLF, WU Positions reduced: Positions eliminated: Flip-flop: Not much activity this time. I bought an initial position in WDC. I added some PMGLF to large position as it continued to drop. I added some WU as it crashed over 30% from recent prices. Still 20'ish% in cash and not seeing great buys as market is going up.

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