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

To: Jurgis Bekepuris who wrote (54132)	8/12/2014 1:46:12 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, SPND, MKL. In: Out: Fixed income: ~16% Cash: ~17% New positions: WLP, BBBY, BUD Positions increased: Positions reduced: GLW, JOY, MSFT Positions eliminated: GFN Flip-flop: WTW Continuation of rather boring months. I bought some WTW and then sold it later after more analysis. My thinking about it hasn't changed really. I bought small positions in BUD (not cheap), WLP (somewhat cheap) and BBBY (somewhat cheap). I sold some GLW, JOY and MSFT. Not sure if I should have. None of them are hugely overpriced. Sold GFN position. I decided that I do not have a clear picture on company's future. It might continue to prosper, but currently I am not sure about it. Also posted on my blog: buffettstocks.blogspot.com