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To: Dale Baker who wrote (58142)1/22/2008 5:45:17 PM
From: SumaRespond to of 118717
 
When the week end comes maybe you can bring your portfolio up to date with those you sold today deleted.

Thank you



To: Dale Baker who wrote (58142)1/22/2008 7:02:21 PM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
Count me among those who was not reassured by the trading today. The Fed blew the biggest wad it had; then we get news like AAPL's guidance and more bad economic data to come.

I'm not sure the markets will have much to hold them up psychologically, and sentiment is king for now.



To: Dale Baker who wrote (58142)1/22/2008 9:05:09 PM
From: tom popeRespond to of 118717
 
I've been at about 40%+ for a little while, but I got hit with AAPL. Got out of most of the position at around 158, but unwisely decided to keep 200 shares through earnings.

Looking to overseas markets for guidance as to what to do next, and see that Asia is mostly green tonight. Added to IFN at a decent price and also picked up some of Keith's WB, which seems to have closed strong.



To: Dale Baker who wrote (58142)1/23/2008 4:13:25 PM
From: Evan FRead Replies (1) | Respond to of 118717
 
Quote:

I sold completely:

CSE (keeping TONE which CSE is buying)

-----

Hi Dale,

Wondering why you split this trade and covered CSE without selling TONE? I followed you on this one (Thanks). I was tempted to take profits a couple of days ago. Are you worried the deal will fall though? I did get a notice that the deal has been extended until 2-19-08 with the same terms.

I spent the last 2-3 cleaning house. Up to 50% cash! <YIKES> Finished up for the day before the ADRs print....

Thanks, Evan

Also FYI, I noticed FWRLY (Freeworld Coatings) is missing from your weekly update. I followed you on BRRAY nearly 2 years ago.



To: Dale Baker who wrote (58142)8/4/2009 3:37:21 PM
From: RumbleFishRead Replies (1) | Respond to of 118717
 
GLDD back in the news. Hasn't been mentioned hereabouts for awhile:

Morgan Joseph raises their GLDD tgt to $8 from $6.50 following GLDD's strong quarter that surpassed the firm's expectations on the highest gross margin performance that they've seen since the company went public. The firm notes that the co once again delivered high utilization, positive contract mix, and exceptional job execution that generated EPS that beat the firm's estimate by more than 100%. In addition, the co has decided to redeploy three vessels from the Middle East to take advantage of various opportunities, particularly in the domestic market, which the firm views as a signal of heightened longer-term demand expectations. Additionally, the resolution to designate 100% of the Harbor Maintenance Trust Fund to port and channel maintenance is expected to be introduced to Congress by the end of the year in the next WRDA bill.