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

To: Spekulatius who wrote (47114)	4/12/2012 4:13:39 PM
From: E_K_S	Read Replies (2) \| Respond to of 78725

Time to reduce my AG basket exposure. More sells for me: Archer-Daniels-Midland Company (NYSE: ADM) - closed out position Gerdau S.A. Common Stock (NYSE: GGB) - closed out position SuperValu Inc. Common Stock (NYSE: SVU) - peeled off higher priced shares E.I. du Pont de Nemours and Com (NYSE: DD) - closed out position Seaboard Corporation Common Sto (AMEX: SEB) - closed out position goo.gl ------------------------------------------------- Want to deploy the cash into other sector(s). I continue to hold shares in CAG w/ also goes xdividend next week. ADM is still a good value play but I believe I can start a position at a lower price. ADM dividend is not very good either. SEB very good value but pays no dividend. Will start another position below $1,700.00 on any sell off. Just did not want to see the profit disappear. Closed out my DD position which is my last lot originally bought 1/14/2009 at $23.89. DD's relative dividend is not as good now. Their solar business is finding more competition and therefore less profitable but their AG business still provides a good value. I think I can establish a new tracking position at a lower level, perhaps around $44. I had SVU in my AG food basket. Peeled off some of my high priced shares. Closed out GGB (Brazil steel maker) as I believe a lower entry point may be possible if the $US gets stronger. Booked those profits on my small position. Today's sells reduced my AG basket holdings by 20%. EKS