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

To: Jurgis Bekepuris who wrote (42584)	5/10/2011 11:16:14 PM
From: Shane M	1 Recommendation Read Replies (4) \| Respond to of 78464

Hi, after being in quite a bit of cash for the past few months I put my toe back in the market with several position in the past week or two. The selections come primarily from a variation on Greenblatt's approach These include: MSFT - favorite before Christmas, still a favorite AAPL - yes - it's hitting my Goldblatt screens now. First time I've owned it. I'm not a fan of their products but they sure can print money. EBIX - added some more to existing large position. The stock reaction today to earnings doesn't make sense to me. (maybe that makes me the fool). MED - Medifast MDF - Metropolitan Health - doubled my position last week - but note it's run up quite a bit since then. DST - DST Systems still have positions in these from prior to the new year: DO - Diamond Offshore LHCG - LHC Group CHL - China Mobile TEO - Telecom Argentina I have my eye on a few more - almost purchased USNA but glad I didn't - it collapsed recently. Glad I was on the sidelines for ARO also - it's one that has been tugging at my chain too.