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

To: Paul Senior who wrote (33765)3/11/2009 3:50:34 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78667
 
Sold some XOM, proceeds going towards fills the last two days in KO and SYY.
XOM and the oils had become overweight in the portfolio....because of XOM's relative outperformance and some severely underperforming stocks, some with barely a pulse.



To: Paul Senior who wrote (33765)3/11/2009 6:40:54 PM
From: Jurgis Bekepuris  Respond to of 78667
 
For me, WYE is worth more without PFE merger than it is with merger. So you are thinking that merger failing is bad, I think that it would be very good. I'd be very happy if merger fell through and I could hold WYE for long term.

But this is starting to resemble our discussion about BRK. :P


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