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

To: MCsweet who wrote (36493)	1/20/2010 12:04:01 PM
From: Madharry	Read Replies (1) \| Respond to of 78753

taking a good beating today with the dollar rebound. I covered my xlf short, freed up some cash and added more brkb. axu down sharply as it announces offering at $3.50. if i didnt own enough id be adding here as well to slw. January profits have now gone from spectacular to above average.

To: MCsweet who wrote (36493)	1/20/2010 12:11:50 PM
From: Grommit	Read Replies (2) \| Respond to of 78753

GOV. I agree that mgmt is not about to dilute earnings and certainly they will not cut the dividend. No debt, nice tenants. A keeper if you can live with a 7% yield. That said, I sold off my expensive shares at 23.40+. Keeping the rest.