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

To: Madharry who wrote (39914)	11/4/2010 1:05:50 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78741

Disappointing earnings on a few of my stocks today have resulted in multi-point drops even as stocks in general are up strongly (+185 Dow) FSYS: $37.69 down $4.80. Holding a few shares, and I'll take a few more at current price. Still seems to me to be okay as a play on natural gas for transportation - although the stock may not be a value buy even at current price. BIG: $29.12 down $2.29. I have a full position. I'll take a few more shares now at current price. HOS: $21.07 down $2.06. I have a full position. Holding on. EOG: $87.43 down $1.21. I have only a few shares. Company big in Eagle Ford shale and Bakken. Does not seem to be a value stock even at current price. Not sure what I'll do here (add or just hold). ---- APOL still on my list as a short candidate. And I still have no courage to short. $35.47 down $3.00.