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

To: bruwin who wrote (1704)	1/10/2012 1:11:32 PM
From: Sergio H	Read Replies (1) \| Respond to of 4720

Hi Bruwin. Thanks so much for keeping track of that list. It really is surprising to see how well the group performed. In all fairness to CB, he had a longer time period in mind for Alcoa.

To: bruwin who wrote (1704)	2/9/2012 2:18:34 AM
From: bruwin	Read Replies (1) \| Respond to of 4720

Sergio H’s 10 stock portfolio is now another month older, and in that month it has improved by nearly 10% to show an overall Gain, in 4 months, of 25.48%. To date all 10 stocks have shown an overall Gain. In comparison I’ve shown a 10 stock selection from Buffett’s overall portfolio that I’ve been following, which has shown a 10.1% increase in just over 4 months. Two stocks, USG and GCI, have really “powered ahead” with Gains of 117.8% and 57.4%, respectively. As mentioned elsewhere on my Board, USG is in the "General Building Materials" sector, so maybe things are happening in that part of the US economy. CAT is still the top performer in Sergio H’s list with an excellent gain, to date, of 51%. A good performer for the month has been Clownbuck’s original choice of AA(Alcoa). It has improved from its previous -2.9% to its current +9.9%. In one month its price has improved by over 13%, from $9.43 to $10.67.