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

To: Jurgis Bekepuris who wrote (35044)	8/23/2009 3:53:20 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78609

My top 10-ish positions in no particular order: GTE, HRP-D, GFRE, RBS-N, GPOR, OXY, GLW, HOG, WH, FR-J/K, COH. Purchases: FR-J/K, CHBT, CEU, ATW, CSKI, NBG-A, UG, RBS-N Sales: GPOR, AXP, VDSI, SDTH, CHME, IDG, RBS-N

To: Jurgis Bekepuris who wrote (35044)	4/13/2010 6:43:33 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78609

I see Cramer people strongly recommending CSCO as a buy. Margins, roe have slipped in past year. Maybe bullish view is that they will come back, given CSCO's market presence, breadth of product offerings, cash position for acquisitions, etc., and the improving economy where companies' IT groups make more purchases. Otoh, maybe Cramer hype is the signal to consider standing aside. I've sold 1/3 of my CSCO position today. Also exited TXN, fwiw. finance.yahoo.com