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

To: Jurgis Bekepuris who wrote (53879)	6/6/2014 1:09:06 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78627

My top (>2%) positions in no particular order: MGDDY, JPM, MHNC, GLW, DRAGF, BKLN, LMCA, CF, BRKB, WDC. In: Out: Fixed income: ~18% Cash: ~16% New positions: LVNTA, DISH, DNB Positions increased: LMCA, DE, SMTUF, LBTYK, VRSN, AGXKF Positions reduced: PFHO, Positions eliminated: DTV Flip-flop: Another ho hum month. Upon T's offer to buy DTV, I decided to exit the position and buy some DISH. Neither company is very cheap. I am not very attracted to T and I am not sure I can analyze all the possibilities with DTV sale going through or failing, so I decided not to hold DTV. I established a tracking position in LVNTA. I bought some DNB, which may hold some moat. It is not very cheap though. I bought some more LMCA, DE, SMTUF, LBTYK, VRSN, AGXKF. Only SMTUF can be called cheap and yet good quality company. AGXKF is a risky increase in small position that has lost ~80%. The remainder of purchases are good quality companies that are not cheap with various degrees. I sold some more of PFHO based on valuation. Also posted on my blog: buffettstocks.blogspot.com