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

To: Paul Senior who wrote (51744)	6/22/2013 12:55:19 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78715

I continue to deploy money into the market. Small adds: oilers BP, IONAF Refiner HFC (am still holding VLO, MPC) finance.yahoo.com Ishares South Korea EWY finance.yahoo.com Utility PPL finance.yahoo.com Nestle, NSRGY preferred Pebblebrook PEB-PC. finance.yahoo.com pebblebrookhotels.com Food supplier Ingredion (the old Corn Products Co), INGR finance.yahoo.com Auto retailers: add to PAG, diversifying further within sector with starting very small amount of SAH. (Am also holding GPI, AN, LAD, LAS here.) finance.yahoo.com finance.yahoo.com Paper/paper products Domtar, UFS. Looks like a large cigar butt to me. Trades now about a tangible bv. advfn.com small bet by me.

To: Paul Senior who wrote (51744)	9/19/2013 3:22:22 PM
From: E_K_S	Read Replies (1) \| Respond to of 78715

Iona Energy Inc. (IONAF) - Closed out position for small gain (bought 3/2012 @ $0.62) for net 25% gain Swift Energy Co. (SFY) - Doubled up small position w/ add @ $11.62/share Summit Hotel Properties, Inc. 7 (INN-PC) - closed out for small gain (bought 8/2013) & collected div Sundance Energy Australia Limited (SDCJF) - Closed out position @ $1.01/share for very small gain Marlin Midstream Partners, LP (FISH) - Doubled up on FISH for 7.6% yield and potential growth The strategy is to close out several of my small E&P non performing bets and put the proceeds into other bigger undervalued candidate E&P stocks. My current favorite is SFY w/ their huge NG "proved" reserves and large push into the Baken for more "oily" wells. Thanks to the FED "no action" I was able to sell INNpC which was a parking place for funds. Collecting the dividend and sold for a small gain. I continue to add to new IPO FISH a secondary NG gather. I get the same return as INNpC w/ future growth. Still only 50% of the position I want to own. EKS