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To: Paul Senior who wrote (64904)9/20/2008 11:58:40 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
My stop in PCP was purely defensive with a company I did not know well; both PCP and BEAV did not do as well as many other stocks this past week, and PCP is still 8 points under where I sold. Makes me think there is something up in aerospace that I don't know. Very possible since I know little about the sector.

I know much more about Keppel and their business. But I reduced my position there down to a stub based on recent downgrades.

Tomorrow I will be searching in earnest for more new ideas. For today, I have other plans out in the real world to go enjoy. Been chained to my desk the whole week, enough already.



To: Paul Senior who wrote (64904)9/26/2008 12:02:46 PM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
Just an update on PCP as it hits almost two-year lows 10% lower than our last chat - I still don't know for sure why it is dropping or where it is a good buy, but it's one I will file away to revisit in a sounder market.

I rode down too many stocks too far already, and those were stocks I know fairly well. This is not a good time for me to flirt with strangers.


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