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

To: Paul Senior who wrote (36706)	2/19/2010 12:18:45 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78774

On a slow market day today, I made these changes: Closed out TPC. Guessing that at TPC's stock price, other construction firms offer better opportunity. On hamburger chain JACK's earnings miss, I decided to close position and just wait to see if I want to reenter if the stock drops back again to lower prices. Trimmed back position FDO a little. Also trimmed position in AFOP. finance.yahoo.com Added to NAVG, LM, FUQI. finance.yahoo.com

To: Paul Senior who wrote (36706)	3/18/2010 1:50:50 PM
From: MCsweet	Read Replies (2) \| Respond to of 78774

LOAN update, I was disappointed in the earnings report (flat on the quarter, minimal buyback), so I continue to work down my overweighted position. I think good news could take this to near 2+ book value, but the risk/reward at 1.40 is not as compelling as it was at 1.00. And who knows if/when good news might come out. On a side note, when I called him up last year, the CEO was very confident about his company and (owning about 50%) is definitely eating his own cooking. But the CEOs don't always get their own stock price right. MC