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To: Dale Baker who wrote (63619)	9/5/2008 1:35:15 PM
From: tom pope	Read Replies (1) \| Respond to of 118717

I've been adding to the quasi financials - ACAS and NLY, hesitaing over CSE. Also did a trade in WFC which I may hold if it maintains its gains. Also mulling over PBG, which I haven't owned for several months.

To: Dale Baker who wrote (63619)	9/5/2008 1:37:16 PM
From: Cogito Ergo Sum	Respond to of 118717

Also started a small position in TLM.. thinking about shale gas.. Chart says too early but.. It kind ties in with my WPT (Westport) position, greener future in the US/Can etc etc..

To: Dale Baker who wrote (63619)	9/5/2008 1:50:07 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 118717

Since you already have enough energy exposure, I will mention GLW, IR, GRMN and SNDA. Out of these, GLW and GRMN have posted dropping results or reduced guidance. IR is tough to calculate due to Trane acquisition. SNDA posted positive results recently, but then it's not "badly beaten up" compared to recent history.