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

To: Spekulatius who wrote (51225)	4/5/2013 5:13:51 PM
From: Jurgis Bekepuris	Respond to of 78666

I just thought that the name Spekulatius has a little bit more dignity than Clownbuck. You could have asked me and I would have told you this when you changed it from Spek to Clown. ;) Welcome back ... to the dark side. :)

To: Spekulatius who wrote (51225)	4/5/2013 9:38:50 PM
From: Spekulatius	Respond to of 78666

Portfolio update: Adds CAC @32.3$ (high quality Maine bank, purchased branches from BofA for a decent price adding growth potential, dividend raise) COSWF @19.35$ (Canadian oil sands, good balance sheet, goes through investment program to debottleneck production, get paid 7% while you wait) Sold COH@50.7$ (lack if conviction, learned about huge headquarter build, lack of margin of safety from a valuation perspective)