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

To: Jurgis Bekepuris who wrote (53978)	6/7/2014 12:06:48 AM
From: Brian Sullivan	Read Replies (4) \| Respond to of 78627

My top 10 positions: GILD 3.0% QCOM 2.9% CSCO 2.6% INTC 2.4% GM 2.3% C 2.2% VLO 1.8% DVN 1.7% ETP 1.6% F 1.5% New positions: BAC, MWE, SDRL TGT, CHK Positions Sold FOXA, SU, RCI, SE, PX, AMT

To: Jurgis Bekepuris who wrote (53978)	7/7/2014 12:38:58 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78627

My top (>2%) positions in no particular order: MGDDY, JPM, MHNC, GLW, DRAGF, BKLN, LMCA, CF, BRKB, WDC, SPND, MKL. In: SPND, MKL - price increases Out: Fixed income: ~16% Cash: ~16% New positions: EMC Positions increased: DE Positions reduced: AMNF, GLW, BASFY, MHNC Positions eliminated: CWH-E Flip-flop: Another boring month. Nothing attractive to buy and not much to sell. In fixed income, I sold CWH-E and reduced MHNC positions as they went over par and yield-to-possible-call diminished. I sold some of AMNF, GLW, BASFY somewhat richly valued positions. I bought a small exploratory position in EMC. I added a bit to DE position. Two stocks ran up to join 2% positions with couple more on the edge. I might have to shift to 2.5% reporting if the number of 2%ers becomes large. Also posted on my blog: buffettstocks.blogspot.com