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

To: Jurgis Bekepuris who wrote (44981)	10/14/2011 1:39:54 AM
From: J Mako	Read Replies (1) \| Respond to of 78609

re: DLB That's salt in my wound... I bought DLB at their 2nd profit down grade. The Win8 saga was a black swan to me. Well, I think I shouldn't use the "black swan" as an excuse for my bad, superficial analysis...

To: Jurgis Bekepuris who wrote (44981)	11/9/2011 11:22:27 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78609

My top 10-ish positions in no particular order: UVIC, MHR-C/D, GST-A, GLW, EGY, GILD, ARY, DRAGF, MSFT. Changes in top-10: None New positions: Positions increased: ADVC Positions reduced: BRKB, TDF, ENTR Positions eliminated: BBD, UL, IIF, TX, AMX Flip-flop: HRBN I guess the selling in my portfolio looks good after today's drop. I can say with 20/20 aftersight that I should have sold more. ;) Percentage wise I did not sell much, so my cash is still in 20-25% area. The only fully-valued position sold was UL. I also sold two ETFs: IIF and TDF, since I am not good in valuing them. The rest were OK but low conviction positions: BRKB, ENTR, BBD, TX, AMX. Chinese going-private arbitrage is almost the best way to make money this year. HRBN was the last one to yield reasonable "dividend". Unfortunately, arbitrage margins are narrowing as investors decide that there is no risk of these transactions failing. As usual, the situation is the most risky when the crowd is feeling sanguine.