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

To: Jurgis Bekepuris who wrote (38021)	5/26/2010 7:49:10 AM
From: Dan Meleney	Read Replies (1) \| Respond to of 78594

EBIX...I've never held it, but I just read that Chase Coleman's hedge fund Tiger Global has closed their position in it. If I held it now, I'd renew due diligence on it since I hate betting against the big guys and losing.

To: Jurgis Bekepuris who wrote (38021)	6/3/2010 12:40:18 AM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78594

My top 10-ish positions in no particular order: IGK/ISF/IDG, NRF-A/B, UVIC, AEH, EBIX, GPOR, COPJF, FR-J, CSGH, GILD, RINO, UEPS. New positions: IDCC, HALL, ATPG Positions increased: UVIC, GILD, NE, MSFT, NRF-A/B Positions reduced: CPBY Positions eliminated: SGZH, WH I found recent mention of IDCC on the thread interesting enough to start a position. HALL is one of the cheaper insurance companies - a tracking position for now. ATPG is - like Spekulatius said - an option on success. Position increases are mostly trickle ups in stocks that somehow I just continue to buy every week. NE was bought before the deepwater moratorium, I doubt I will buy more of it. First increase in MSFT since last year. On the sell side, I have reduced and eliminated positions in some Chinese small caps that have reported weak results and where I am not sure whether results will improve soon.