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

To: E_K_S who wrote (42177)	4/6/2011 7:01:09 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78514

Hi EKS. Like you, for buys on a watch list, I mostly keep a mental note. I might have one to three on a GTC at any given time. I don't like to have more, because in a sudden market draft they could all go off as sellers' stops are hit; I don't want so much of my monies committed to buys all at once. Right now the only GTC buy I still have is for UFPT under $15. (My congrats to longs here who bought; I was too slow and the stock got away from me (now @$18).) I've been slowly selling D: Feb.@ $44, Mar. @$45+ & $46+. I show I paid $32.80 for the shares. If I can get something over $46 for my remaining shares, I'll likely sell. I continue to hold MDU & AGL. I'm reinvesting dividends in MDU and looking to buy more MDU if stock should fall. AGL I want to review to see if I will consider adding to. I sold all my SE by end of 2011 as stock moved up. My worst performing utility stock seems to be PPL. I'm underwater on most shares (purchases 9/10-2/11)

To: E_K_S who wrote (42177)	4/6/2011 7:29:39 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78514

With market up yet again, I cut back on several positions. Fwiw, sold about 1/2 OMG at prices $36.02 & $36.26. In at $29.42 from 6/10. Scared by a negative article about how they likely will be affected by Japanese customers. FTE. Just tired of holding this French telecom. Sold about 1/3 @$22.75. These shares short term loss with purchases 4/10 at ~$23. (I have shares from 6/09 @ $22.72, and the nowhere improvement in stock price coming up to a two-year holding is a reason I'm somewhat giving up.) NGPC. Slightly trimmed a full position in this bdc. Sale today @ $9.50 for shares purchased 11/9-4/10 @ $7.40/$8.17. MPW. Trimmed position a little. Sale @ $11.66 of shares acquired 8/10 @ $9.28. Another one where I'd like to reenter again at a lower than current price. AXS. Closed position as I reduce some exposure to insurance companies. Sale @ $35.60; purchased 12/09 - 3/11 at avg cost $30.62.