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


To: Paul Senior who wrote (23347)2/13/2006 10:34:30 PM
From: Spekulatius  Read Replies (3) | Respond to of 78530
 
Sold 1/2 of my fairly large position in JAKK ahead of the earnings report in my IRA account. JAKK has done well for me so i decided to lock in some gains, since management has a habit to screw up big time in the past every once in a while. I bought a starter position in CHK on todays weakness after weighing the fierce response of the board. I might add if it falls close to 25$. I don't think the recent resignation is too material.

Looking to add to my losing position in TYC on weakness tomorrow if the market cooperates :-).

Holding BMW (preferred), Nestle, Takeda and cash looking to be dployed in my foreign account; VIA, TYC, PSUN, NATH, EXPE, CHK, C, CBS, APOL , ALCO, ATRI, DIIB, L, OSHC, PVD, UNAM, ISBC, JAKK, CSCO, JNJ, MSFT, FLWS, VOD.



To: Paul Senior who wrote (23347)2/14/2006 3:39:31 AM
From: blankmind  Read Replies (2) | Respond to of 78530
 
paul,

- just curious - why do u like kde @ $16+? Don't they lack any hits at the moment? or do they have something? thanks