Date updated:12-22-2007
These are holdings which I've liquidated as I prepare to completely alter my investment strategy. I'm tracking these to compare to my new plan.
As of 6/6/07 Retained is outperforming liquidated.
12/21/07 - Liquidated at -9%. Glad I got rid of these!

-
MO
Altria Group Inc - $19.19
- -0.57%
- $19.36
Weakness in last quarter and finalization of KFT spinoff left me with nothing but the dividend which I can get in CD.

-
MRVL
Marvell Technolog - $15.90
- +1.53%
- $15.72
I've had it with the nepotistic management. Even with good business, I think this company will be in deep trouble when the legal eagles come to the plate.

-
USG
U S G Cp - $14.42
- +1.19%
- $14.52
Warren may have this picked OK but I need the cash and this isn't going anywhere soon.

-
DNA
N/a - $80.43
- 0.00
- $80.43
I'm finally convinced that the pipeline weakness makes this no longer BOB. Time for something new.

-
COF
Capital One Finan - $38.76
- +1.87%
- $38.11
Well, I listened to Cramer on this one and held while it when it hit $77. Then when the quarter hit I was crushed along with everyone else who trusted management. Lessons like this are very painful.

-
TJX
T J X Cos Inc - $39.07
- +0.77%
- $38.82
I still believe this company has a great upside opportunity as it is probably the best off-price retailar. But current retail weakness makes waiting painful.

-
PEP
Pepsico Inc - $63.19
- +1.10%
- $62.53
This actually was a keeper, but I made 5% in one week, captured the dividend and needed the cash. I expect this will be one I wish I had kept.

-
SONC
Sonic Corp. - $9.74
- -0.20%
- $9.80
Watching the paint dry simply isn't worth it. Great business, moves too slow for my tastes.
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