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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (21579)7/7/2005 11:54:04 PM
From: Spekulatius  Read Replies (1) | Respond to of 78748
 
PDGE.OB and CBH - sold both positions. PDGE's dilutive secondary was a big disappointment, so i decided to sell at a loss rather than sit this one out. Took some profits in CBH. I am somewhat concerned about the interest sensitivity of the security portfolio. I am also overweight financials anyways, so i decided to sell.

The stock market has chosen to ignore the terror attacks in London. Life goes on with or without terrorists.