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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Jurgis Bekepuris who wrote (61201)	8/13/2018 10:01:15 PM
From: Spekulatius	1 Recommendation of 78751

Large positions for me are ENB, LAACZ, FB, GOOG, BRK.B, AXS, RE, FRFHF, WMB, KMI, CMCSA, CHTR/LBRDA and PPL and assortment of foreign stocks and micro caps. Recent adds were PRCP, LORL, SYCRF and RE. I flip flopped on several housing stocks because the underlying results were not consistent with my bullish thesis. most of these stocks have come down further. I trimmed a bit on ENB and FB ( selling off what I added after that I’ll received CC).

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