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

To: batman10023 who wrote (1786)7/11/2012 6:56:12 PM
From: KyrosL  Read Replies (1) | Respond to of 1876
 
I sold the last of my SVU after hours. I don't want to wait for the results of the strategic review.

PS. Also my FTR and ALSK are down to about one quarter their maximum number, less than 1% of portfolio each. I am only adding to CIM among my turnaround positions. Added again to CIM today.



To: batman10023 who wrote (1786)7/11/2012 7:55:43 PM
From: bankbuyer  Read Replies (1) | Respond to of 1876
 
Re SVU unturnarund paving the way for same at RSH/AVP .

Divvys could go at both.
AVP on a prudent wait after a splashdown could be intriguing.

I just dont think RSH mgmt gets it though.

Previously mentioned turnarunds DCO has while STM has not.

STM appear pretty cheap.

Which of course is no guarantee of success


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