Nope, still holding for a better recovery. I realize that e.g. on FINL, it goes from 7 1/2 to 14 1/2 and I sell all, well, I really only have 11 -12 at most to reinvest after taxes. Hence I sold 1/2 UBB, 1/2 FINL, and 1/2 TCP only because they ran up far beyond expectations given the time frame. UBB went from 10 1/2 to 18 1/2, TCP from 13 5/8 to 25, and FINL from 7 7/16 to 14 3/4. And UBB and TCP went only because I had overweighted those positions and I ended up way "too Brazil" after the rally. NH would have to get to the high teens before I consider selling half, and near $30 before I even consider selling the rest. NH I've a lot of confidence in, and have bought it for every account I manage, all recently just under 9.
In any case, I can't trade NH in the VSN fund because the assets are frozen thanks to Etrade/Citibank. Looks like Robert Half is slipping away from me as my assets remain frozen. I had tried to enter an order two days ago at 30 3/8 and couldn't get it done. There'll be others.
Mike |
