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

To: Jurgis Bekepuris who wrote (38721)	8/9/2010 2:32:01 PM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78573

I think this is a good justification for buying MA m100.marketocracy.com Georgi

To: Jurgis Bekepuris who wrote (38721)	8/18/2010 12:19:54 AM
From: Jurgis Bekepuris	Read Replies (3) \| Respond to of 78573

My top 10-ish positions in no particular order: IGK/IDG, NRF-A/B, UVIC, GPOR, EBIX, IDCC, GILD, FR-J/K, COPJF. New positions: SOHU, STPJF, TIP Positions increased: IDCC, PBEGF, DRAGF, HRBN, NXY, GLW, UVIC, NEWN, CEU Positions reduced: AEH, FR-K, IDG Positions eliminated: RINO Pretty active week and a half. With income securities charging higher and yields getting lower, the choices are not good in that market. Either you hold existing positions and risk another Euro-world-USD-panic drop. Or you sell and have cash earning peanuts. I sold some AEH, FR-K, IDG and bought some TIP. Not necessarily a great play. With almost all companies through Q2 reports, some of the sales and purchases are based on the numbers reported. Sold all RINO - 48M operating cash flow loss is nothing to be happy about. The stock is up, but I am out. May sell some other companies that reported so so results. Nothing very new in the increased positions list. Mostly E&Ps (PBEGF, DRAGF, NXY) - partially replacing my OXY and MILL sells - and my other favorites. Added GLW after couple months pause. CEU, HRBN and NEWN reported tolerable but not very great numbers, so I added some shares. I bought speculatory-exploratory position in STPJF Canadian oil sands junior. SOHU is not very cheap, but it is one of the bigger Chinese internet companies that might be attractive for small entry.