Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (42163)	5/2/2011 11:34:27 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78530

My top 10-ish positions in no particular order: NRF-A/B, UVIC, IDCC, UFPT, GILD, MHR-C/D, COPJF, DRAGF, MSFT. Changes in top-10: Out: NXY - sold part New positions: ADI, SNDK, HPQ, AGXKF, CSR, RIMM Positions increased: GLW, EGY, DRAGF, MHR-D Positions reduced: NXY, PWRD, NRF-B, AEH, PBEGF Positions eliminated: CSGH, NEWN, GFRE, CGPI, EBIX Very busy time, so the update took longer to post. At least it's quite eventful. Fixed income: reduced AEH and NRF-B positions that ran up. Bought some MHR-D on a drop to 48.X. Chinese RTOs: practically eliminated from my portfolio. Way too late. Since I am a sucker for punishment, I bought a position in CSR which has official management buyout offer at $6.5. Obviously right now nobody believes that the buyout will occur. Sold EBIX to watch the drama from the sidelines. A lot of old tech stocks are still cheap. Some are very cheap (MSFT, INTC), some are somewhat cheap (SNDK, ADI, RIMM, HPQ). RIMM might be most controversial, but for me it's a play on NOK losing share and RIMM filling the void not captured by AAPL and Android. We'll see if this works out as foreseen. E&Ps are getting very expensive. Subsequently I am selling, but still trying to maintain a large weight in oil. Sold some NXY on pretty bad GAAP results, sold some PBEGF which is not really attractive IMO. Added EGY and DRAGF. Sold some PWRD on runup. Finally I went buggy, embraced the dark (golden) side and established AGXKF position. Is this the top? ;)