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

To: Jurgis Bekepuris who wrote (52737)	11/8/2013 2:35:32 AM
From: Spekulatius	1 Recommendation Recommended By MCsweet Read Replies (1) \| Respond to of 78625

Bought a little AFSI - idea stolen from: whopperinvestments.com

To: Jurgis Bekepuris who wrote (52737)	11/10/2013 9:59:04 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78625

>>New positions: COST, BAMXY, CFX, TDY<< Going for quality, valuation be damned? Did you read the "The Outsider" book?

To: Jurgis Bekepuris who wrote (52737)	12/5/2013 12:38:11 AM
From: Jurgis Bekepuris	2 Recommendations Recommended By MCsweet tsigprofit Read Replies (3) \| Respond to of 78625

My top (>2.5%) positions in no particular order: GLW, MGDDY, JPM, MSFT, DRAGF, CF. No changes Fixed income: ~16% Cash: ~18% New positions: OVLY Positions increased: SPND, YARIY Positions reduced: INTC, PFHO, UVIC Positions eliminated: Flip-flop: Totally uneventful month. Sold some more UVIC as described on this thread. Sold some PFHO on runup valuation. Sold some INTC on dropping results and forecast. Added a bit of SPND, YARIY that remained rather cheap during market's runup. Bought initial position in OVLY mentioned by Spekulatius. Overall market remains mostly expensive with some minor opportunities. I have reviewed the purchases of Buffett and his lieutenants for this quarter. Most of them seemed expensive to me. It might be that energy cos are worth buying, but I don't see them as being very cheap.