Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (50632)	1/23/2013 10:07:52 AM
From: Spekulatius	Read Replies (4) of 78525

I have been taking profits recently: sold 1/2 of ETP @47.88$ , trimmed TOT at 52.9$, sold stubs in HES at 58.7$ and BK @26.7$. Sold the EUR.USD pair (a few % of my portfolio) to hedge the currency risk in my Euro nominated long positions. I believe Monti will push down the EUR again, it has gained more than 10% against the USD and 20% against the Yen, which is not good for European exports. With few really compelling values to be had, I am raising the cash level towards my 30%+ target again to get ready for the summer doldrums <g>.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next