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


To: Spekulatius who wrote (36397)6/14/2010 9:57:28 AM
From: Spekulatius  Read Replies (2) | Respond to of 78729
 
re ARm TWGP, CB -sold positions in these 3 stocks:
ARI - disappointed with yields in the RE debt REIT
TWGP, CB - concentrating on insurers trading below tangible book.

Only CB was profitable, both TWGP and ARI were sold at a small loss. Cash is back to 15%.