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

To: Paul Senior who wrote (52538)	10/19/2013 12:52:46 AM
From: Paul Senior	Respond to of 78705

Fwiw, here are some stocks I hold and the action I've taken, or not taken,regarding them: GOOG: too hard for me to resist today's 100+ move-- took a few shares off Healthcare: WLP, UNH, HUM each down more than two points again today. I'm intending to hold until I learn more of the Obamacare insurance rollout. Lost patience with some downtrodden stocks and trimmed my high cost shares (at loss): APOL (This one may be held by several pro value investors), SFY, and CENT. finance.yahoo.com AIG: I'll chance that this one is still undervalued, and I stepped up and added a few shares. finance.yahoo.com

To: Paul Senior who wrote (52538)	12/10/2013 1:42:46 PM
From: E_K_S	Read Replies (1) \| Respond to of 78705

Golar LNG Ltd. (NasdaqGS: GLNG) - Doubled up current position w/ today's buy @ $34.67/share Golar LNG Partners LP (NasdaqGS: GMLP) Penn West Petroleum Ltd. (PWE) -NYSE - Closed out my position in taxable account GLNG div now yields 5.1% and provides good exposure to the LNG shipping sector. I doubled up my small position w/ today's buy. GLNG sold 10% of their shares to their sister company GMLP at $36.50/share to raise more than $350Mln for more LNG ships. Fredricksen is shareholder friendly and is about growing his companies and paying shareholders. With today's buy, I have a 0.8% portfolio exposure. I would like to build that up to a 2% portfolio position and will add more shares every 5% drop in the share price. I closed out my Penn West Petroleum Ltd. (PWE)position in the taxable account but continue to maintain my shares in the ROTH. I own PWE and ERF and decided to keep my ERF and move the PWE proceeds into GLNG. ERF has been the better performer than PWE. EKS