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To: Dale Baker who wrote (93231)8/18/2010 11:03:05 AM
From: Joe DancyRespond to of 118717
 
GEOI is a favorite Dale, not much past that.

Yeah, we really cut our stake in CXPO, very disappointing on a number of fronts. My confidence in management is well below what it is for many other firms for a number of reasons.

And we are still heavy into ARTW, agr machinery manufacturer, the Russian grain crisis is giving a lift to the entire sector.


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