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

To: Grantcw who wrote (40398)	12/18/2010 9:59:08 AM
From: Grantcw	Respond to of 78576

Portfolio Changes in the last couple of weeks: I sold some MSFT on its run, taking a large 8% portfolio position down to about 2-3%. I still want to hold MSFT for the long-term. I've been building a position in SVU so that now I have a 5% position. I also bought some DKA which is an ETF aimed at international oil producers (TOT, E, Russia, China, etc...). I tend to use ETF's for my international plays these days. I sold my SD on the run-up. I just bought this company a month ago, but when a stock goes up 20%+ in a month, I tend to take my quick profits. I bought some more of my long-time small copper mine play TGB. P/E of around 8 now. Has had some hard-times recently as it's Gold Mine Prosperity was not approved by Canada, but I feel that it should do well with Copper around $4.10 now. Also, bought shares at 4.94 and sold a $5 May 'll Covered Call for 0.70. I think that provides a good risk/reward setup. Thanks, cwillyg