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

To: Jurgis Bekepuris who wrote (39742)	10/20/2010 2:16:18 PM
From: E_K_S	Read Replies (2) \| Respond to of 78567

Hi Jurgis - Followed you in on MHRpC which pays 10.25% monthly (exdividend 10/25/2010). I am going to follow your strategy and peel off shares from my other preferred BDNpC (@7.5%) and perhaps will take some of the FRpK off the table too. I am also reducing my exposure on many of my other recent gainers by about 10% (DD, MPW, SI) and parking the funds in MHRpC. I picked up more shares of GMXR and am looking to start a position in SSN. I plan to speculate in more of the E&O companies as opportunities arise. I have my eye on some very small micro caps which could do well with an accommodating Fed policy (ie QE2). I am looking to add some more of the various MLPs on any correction as I expect this sector to continue to grow even if there is a slow down in the US. Many of the MLPs I watch are near their all time highs and I can sit and wait. MHRpC has an attractive yield but one must be careful of any specific stock risk so I am limiting my exposure to 2% of my portfolio. EKS

To: Jurgis Bekepuris who wrote (39742)	10/21/2010 12:10:36 PM
From: Grantcw	Read Replies (2) \| Respond to of 78567

Hello Jurgis, Any current thoughts on PBEGF these days? Looks like the sum of parts valuation is pretty attractive. In addition, it hasn't rallied much since September given the rise in oil prices. Still a good value play to you? What is the downside to you based on the shares they own in the other two companies, their own oil, and potential new drilling technology? I don't own any shares, but I am looking to add here on a good entry point unless I get spooked by something in my research. Thanks, cwillyg

To: Jurgis Bekepuris who wrote (39742)	11/9/2010 11:46:40 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78567

My top 10-ish positions in no particular order: NRF-A/B, UVIC, MHR-C, EBIX, IDCC, GFRE, GILD, GPOR, COPJF, CSGH, DRAGF, PBEGF. Changes in top-10: None. New positions: VSEC, PTI Positions increased: MHR-C, FRFHF, AXS, UFPT Positions reduced: NOK, NRF-A/B, FR-J, GPOR, GEOI, HOG, NEWN Positions eliminated: FMR Fixed income. Nothing new. Sold some NRF-A/B and FR-J on price runup. Bought some MHR-C. As FMR was taken over by FRFHF, I sold FMR and added to FRFHF and AXS. Also on the buy side added to UFPT. On the sell side, I'm still not sure NOK is going to get out of the blues, so I reduced my position again. With oil price and stock price runup I continued selling GPOR and sold some GEOI. HOG turnaround is also unclear, so I sold a bit. Finally, NEWN is still cheap, but the price rise was pretty fast and I decided to lighten a bit. PTI seems pretty cheap outsourcing company with pretty solid results. Assuming it's not another SAYCY, it is somewhat interesting. VSEC was discussed on this thread. I am still not sure it's good idea to buy a company that may experience contract cuts from Uncle Sam, but the price is cheap enough for a tracking position.