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

To: Spekulatius who wrote (54199)	7/31/2014 9:40:24 PM
From: Spekulatius	Read Replies (4) \| Respond to of 78731

Couple of trades: Sold LMCA, LMCK (luckily before the selloff today) Sold partial position in MN @17.1$ Added ALLY@23.2$ (don't understand the selloff, tangible book now at 28.5$) and EV@35.1$. Purchased a starter in TROW @77.8$. Added to TGI@63.2$. I purchased a medium size position in AXS @43.3$ (Blended) well managed insurer, trading for <0.9x tangible book. Recent management changes started the selloff, but I presume that the company will do OK, as it has for quite some time. UTX around 100$ (if it goes a little lower) would be interesting. GARP stock. Maybe I purchase my AMCX back, if it falls to 58$ again.