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

To: Spekulatius who wrote (22425)	12/28/2005 1:49:59 AM
From: Spekulatius	Respond to of 78752

Sold TSG and IP. TSG's valuation is still OK after the recent run but i like EXPE more and intend to switch the sales proceeds into EXPE, since I think it's the stronger company. IP has appreciated somewhat since i purchased the stock. Fundamentals are weak but it's a play on restructuring. However i get more and more concerned that the lumber business will b going downhill in lockstep with the construction business. Both sales were in my IRA account so i don't have to pay taxes on the ST gains.