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reddingrunner (97.48)

HTO portfolio report: Didn't feel like a win.

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April 12, 2013 – Comments (0) | RELATED TICKERS: ACY , NAVG , DTEGY

But the HTO (high turn over) portfolio was up 2.70% vs 2.22% for the index so who's to complain?  I guess it didn't feel that great because my long-term portfolio had a rare losing week.

I sold DTEGY (and it promptly rose) and CCUR (which immediately sank) and PJC.

I bought ACY (so far so good) and NAVG.

Besides NAVG I had 6 other insurance companies on my passing list of 25 stocks to consider for purchase this week. Plus 5 regional banks and 3 BDC's.  The others were all over, of them DNZOY, TG, UNF and TLSYY are worth checking out.

Current holdings: NAVG, ACY, IP, PIKE, MX, WX, SWY, ADUS, ARII, MPC, SYMC, CLRO, OTTR, HSNGY, SRT, NRF, CRD-B, CLMT, AHS, TLSNY, LCI, UBSH, PFLT, PTP, TSBK, ROCK, FIBK, CYOU, SMP, FFCH, WHR. 

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