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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (55219)	4/22/2015 8:33:33 PM
From: Paul Senior	Read Replies (1) of 78628

Regarding: "I sold my IBM position today." Okay, but you still seem to be with it. If FRFHF is still among your largest positions, Mr. Watsa increased his IBM holding about 28% latest reporting period to now make it 14% of the fund.

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