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Strategies & Market Trends : Fundamental Value Investing

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To: E_K_S who wrote (3708)6/29/2014 9:45:17 AM
From: The Ox  Read Replies (1) of 4719
 
Let me add that it might make sense to do an evaluation of SLW vs AAUKY and consider doing a straight swap of one commodity company for another. Since we have the option to make up to 2 changes, we could still debate the merits of taking profits or selling half of a company like DIS and buying VOD....or whatever 2 companies the thread thinks are the best profit taking/new additions....
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