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Hey Sun,
Things in CD land have been generally favorable over the last month or so...I picked up more at 12ish, 8ish and sub7ish...so I am finally happy there. Figure their books have to be pretty clean with all of the eyes on them...CD Mortgage is going through the roof- really getting synergy with brokers...Avis has done quite well...hotel royalties keep coming in. I know they have screwed up a hundred ways in the last year, but in the single digits I think it was a hell of a deal. They are a great marketing company with great products...
STBI trading at cash + a buck and change with new high margin products coming and direct computer market going strong was too good to be true...bought additional batches blind, then more after I learned of the news...lightened up a bit yesterday at around 7 1/4...
Loaded up on CREAF at 9 level, and more before earnings at 12 (I just new...:)...buyback, best quarter coming, new products...just love it (until January, at least :)
Recently picked up some EYES...expect a double within 12 mos...hey, they have some operations using VISX equip! Maybe we both win...
Also into FORE and HOT...got out of CKFR with 20% on my original investment and 140% (in 2 weeks!) on what I picked up on the small cap "Day from Hell" Oct 8th...
Well, I know nobody asked me for my recent trading history, so I'll go away now...and so nobody thinks this is just bragging, I had to "make" capital by selling lots of other stuff at a loss, and my original positions on most of these are significantly higher than current prices...
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