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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (54379)10/28/2014 4:24:21 PM
From: Paul Senior  Read Replies (1) of 78627
 
Regarding positions we hold or have held in common:

I've added now to my WLP position. (Just a small amount to a small position.) Also, recently added a bit to DRAGF. Regarding TPCA, I still hold my tracking shares, although my opinion same as yours: "..it's not clear if TPCA businesses elsewhere outweigh the AC issues. Stock is holding up, but I wonder if market does not see the issues yet."
I continue to hold shares in JPM, WDC, GLW, couple others.

finance.yahoo.com
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