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

To: Paul Senior who wrote (40145)11/18/2010 6:20:54 PM
From: Grantcw  Respond to of 78582
 
Yeah, I don't blame you with ACTS. I'm still holding for a sell in the high 2's, but I'm not sure if/when it will happen.

Thanks,
cwillyg



To: Paul Senior who wrote (40145)1/7/2011 11:24:47 AM
From: Grantcw  Respond to of 78582
 
Hello Paul,

It looks like ACTS had a good showing at CES this week, so I took some off the table today on the slight run up (basically getting out at even from my initial buys). I still like the value here, but I think in comparison to other chinese companies that also look to have strong value, that I was too overweight with a 4% position.

I'm still holding on though with a remaining position to see if they can ever deliver some sales and profits.

Thanks,

Grant


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