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

To: Jurgis Bekepuris who wrote (38281)	6/12/2010 11:33:42 PM
From: puborectalis	Read Replies (1) \| Respond to of 78594

My top positions are BAC,GOOG,POT,X,MON.............all down but not out.

To: Jurgis Bekepuris who wrote (38281)	6/27/2010 5:29:29 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78594

My top 10-ish positions in no particular order: IGK/ISF/IDG, NRF-A/B, UVIC, GPOR, FR-J, EBIX, AEH, COPJF, GILD, CSGH, RINO, UEPS. No changes in this list since last time. New positions: E, RIMM Positions increased: GRVY, UVIC Positions reduced: None Positions eliminated: None Not much activity. Bought more GRVY as stock continues to drop below net cash. Started a position in E, which looks very cheap, even though I don't particularly like supermajors. Started exploratory position in RIMM. IMHO, the news of death of RIMM (and NOK ;)) have been greatly exaggerated. ;)