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To: Spekulatius who wrote (38709)10/23/2010 2:48:53 AM
From: Spekulatius  Respond to of 78744
 
re TNCC - continue to de-risk my portfolio. Sold TNCC and MDT. I prefer not so hold TNCC through earnings - GRNB served as a warning what still can happen to banks with a problematic loan book.

MDT - not too much confidence in this stock. Medical stocks have been strong recently, (BAX one of my larger holding has done OK) but i lack the conviction to hold with MDT.