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

To: Jurgis Bekepuris who wrote (38496)	7/17/2010 6:34:35 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78591

Tilson's long case on BUD, MSFT, BP: valueinvestingcongress.com Disclaimer: I have a position in MSFT.

To: Jurgis Bekepuris who wrote (38496)	7/23/2010 11:48:41 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78591

My top 10-ish positions in no particular order: IGK/IDG, NRF-A/B, UVIC, GPOR, EBIX, GILD, FR-J/K, AEH, COPJF. New positions: PWRD, DGX Positions increased: PBEGF, GILD, GEOI Positions reduced: ISF Positions eliminated: None Although market is somewhat going up, I am still adding to positions. PBEGF and GEOI are pretty much oil/gas E&P plays. Medical stocks are (deservedly?) getting no love, so I added to GILD and started position in DGX. Since the Euro-panic has passed, IND prefs have moved up. I lightened up on my large position by selling ISF.