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

To: rllee who wrote (52456)	10/2/2013 1:23:00 PM
From: E_K_S	Respond to of 78666

Hi rlee - Re: Armanino Foods of Distinction Inc. (AMNF) - New all time high and holding Marine Harvest ASA (MNHVF) - New two year recovery high and holding Vale S.A. (VALE) - Sold 30% of high priced shares Richmont Mines Inc. (RIC) - closed out losing position may revisit in 31 days Aurcana Corporation (AUNFF) - Doubled up position of this silver miner. I am finding that several of the small caps I follow are somewhat shielded from the market ups and downs and for me has been a good place to let my investment grow. AMNF has been one of those w/ my avg cost around $0.65/share. A solid dividend payer and a great grower. My avg position has grown to No 12 in the portfolio w/ no plans to sell. Another lagger that has performed well over the last 2 years is my salmon farmer MNHVF. The company had issues w/ fingerlings dying off and no w/ the new crop ready for harvest sales are higher as well as the price. At an avg cost now at $0.85/share and their dividend now back in place, I will be peeling off shares if/when this one reaches $1.25/share. Stock at/near a two year recovery high at $1.09/share. I have been booking losses on high priced shares of a few miners. Also, on others have doubled up on the position (AUNFF) establishing a very low avg price now. The strategy is to hold those miners w/ good assets and low debt (as well as low cost of production). Keep your eyes open for other small cap companies that present a good value. I think this may be a good place to deploy capital w/o being too exposed to the hedge fund traders and fast market flippers. EKS