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

To: Dan Meleney who wrote (40376)	12/2/2010 10:39:30 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78486

Also added to SVU again today. Man, if this company goes under there are going to be some unhappy people on this thread (SubjectMark). Well, we're mostly a group that believes in diversification I assume, so our portfolios would overcome such an unfortunate circumstance...eventually...maybe. Fwiw, trimmed uranium stock USU (USEC). This one can fluctuate quite a bit when uranium becomes a market darling. Or drop when interest diminishes. I'll try to reenter for more stock again if stock drops on no adverse news. Getting tired of holding Chinese real estate stocks. Trimmed CHEUY (four year holding and was based on Marty Whitman recommendation). I'll take the 40% loss on CHLN and exit it now. (was bought in April) Trimmed a little more BSIC with a view to add back at lower prices. Averaged up a tad with buys on oil stocks HES & ROSE. Sold oil services provider GIFI. Looks like I was wrong to stick up for Chinese HEAT: I'm down about 37% with my August buy. I've added a bit more again to my position now.