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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (50857)2/12/2013 10:52:49 AM
From: Jurgis Bekepuris  Read Replies (1) of 78740
 
Lol, that was fast. :) Wish I had lower conviction positions left at this point in time.
I am still buying and getting my cash under 20%, which sucks.

Another spinoff idea:

HY - spun off from NC last year. Good overview of historical finances at ir.hyster-yale.com
We missed $2 dividend already and some runup, but the stock still seems cheap to me.

Disclosure: I bought HY position.
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