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

To: - with a K who wrote (28301)	9/28/2007 5:40:28 PM
From: Madharry	Read Replies (2) \| Respond to of 78618

wow thats a big time cash position. im fully invested again now. I ended the quarter down - 4.3%. for the first 6 months i was +23.5%. Frankly there were stocks I should have jettisoned but didnt when I had the opportunity to do so and it cost me. Otherwise I would have ended this quarter on a positive note as well. It could have been much worst I could have held on to AHM which I owned briefly. and I could have been early on some of the homebuilders.