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

To: Spekulatius who wrote (50632)	1/22/2013 9:26:46 AM
From: Jurgis Bekepuris	Respond to of 78525

Still keeping my small positions in AITPF and ASBRF. Not sure when/if I am going to sell. :)

To: Spekulatius who wrote (50632)	1/23/2013 10:07:52 AM
From: Spekulatius	Read Replies (4) \| Respond to of 78525

I have been taking profits recently: sold 1/2 of ETP @47.88$ , trimmed TOT at 52.9$, sold stubs in HES at 58.7$ and BK @26.7$. Sold the EUR.USD pair (a few % of my portfolio) to hedge the currency risk in my Euro nominated long positions. I believe Monti will push down the EUR again, it has gained more than 10% against the USD and 20% against the Yen, which is not good for European exports. With few really compelling values to be had, I am raising the cash level towards my 30%+ target again to get ready for the summer doldrums <g>.

To: Spekulatius who wrote (50632)	1/24/2013 3:48:23 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78525

FANUY: Not sure what I'll do about my small AAPL position that's down 12% today. Going back today to look at Fanuc -- a big supplier to Apple -- I decided I like the company for it's predominance in robotics, it's being a Japanese company that exports, and the stock's relatively low price. I can't make a claim that it's a value stock now though. I'm willing to establish a small position nonetheless. Company seems to have a good amount of cash (no ltd according to Yahoo), and I've read (can't find source) that it's a Japanese company that actually may have some concern for its stock price -- the head guy has instituted several stock buybacks. finance.yahoo.com