Seeking Alpha
  • sstonerm3
    uh oh, red mist, starting to love my gains. Help me be rational. COV up 15% 1 month. STJ up 18% 5 weeks. Take it and Run?
    1/19/12
    Reply (8)
    • sstonerm3: Both have a lot of room to run to near 52 week highs.
      1/19/12
    • 458402: yup
      1/19/12
    • shaker33: Gotta take something off the table.
      1/19/12
    • FortSumter: Have had COV since tyco break-up. Is this the best we are going to get?
      1/19/12
    • sstonerm3: COV is going to split some unit out in the next 12 months for more value.
      1/19/12
    • sstonerm3: Been selling them along the way. Down to last 1/4 on each.
      1/19/12
    • sstonerm3: Ok I sold some. Now have baby positions, 50 shrs COV, 100 shares STJ
      1/19/12
    • Jeremy Johnson: STJ is not expensive, but it is getting close to fair value. Fair value stocks are still good to own... fair equity return is 8% a year.
      1/25/12