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

To: Madharry who wrote (37384)	4/14/2010 5:06:50 PM
From: Madharry	1 Recommendation Respond to of 78615

gfre ended up +12% on the day. They seem pretty conservative so i think if they are raising guidance my guess is that their minimum rise in income for the year will be about 50% ahead of last years numbers. Certainly see $18-20 doable as a year end share price. I continue to hold an oversize position here. I am in a mostly watch mode now as far as my portfolio goes. I like all my oversize positions and selling for short term capital gains doesnt seem efficient in a taxable account. Since ive achieved pretty much what I shoot for in a year as of today Im pretty happy with the way the portfolio is performing. Im starting to read another value investing book by James Montier.