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ValuePlays Portfolio Returns

Here is a list of current holdings/recently sold/and those blogged about but not bought this year. I post this so we can all be on the same page going forward.

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Subs $$: Sleeping Beauty??

IMO…..YES

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Subs $$: More Insight on Earnings

The improvement here is really substantial

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Subs $$: Turning a Profit…..

Chugging alone……

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Subs $$: Miscellaneous

Odds and ends…

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Subs $$: Hitting The Shelves in Europe

Europe has been a profitable area to date…

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Subs $$ : Beat, Buyback, Raise….Repeat..

“Double dip”……my ass…

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Subs $$: Steady As She Goes…

Everything here is going to plan….

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Subs $$: Housekeeping

Some notes…

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Subs $$: Miscellaneous

Odds and ends…

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Subs: $$ More Data on the Bifurcation on CRE

This is happening faster than expected…

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Subs $$: More Leasing

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$$ Dow CEO Liveris: “Stop Panicking About Economy”

Backs our view we are in a very gradual, not spectacular recovery….

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Subs $$: Miscellaneous

Odds and ends…

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Subs $$: Updated Valuation

Been wanting to get to this….