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 - $19.29
- -0.46%
- $19.14
Weakness in last quarter and finalization of KFT spinoff left me with nothing but the dividend which I can get in CD.

-
MRVL
Marvell Tech Grou - $6.57
- -2.52%
- $6.79
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 - $19.68
- -0.96%
- $19.78
Warren may have this picked OK but I need the cash and this isn't going anywhere soon.

-
DNA
Genentech Inc - $82.55
- -3.65%
- $85.98
I'm finally convinced that the pipeline weakness makes this no longer BOB. Time for something new.

-
COF
Capital One Finan - $36.40
- -6.38%
- $37.12
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 - $25.13
- -6.20%
- $26.26
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 - $53.64
- -2.47%
- $53.99
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 Cp - $9.85
- -5.92%
- $10.27
Watching the paint dry simply isn't worth it. Great business, moves too slow for my tastes.
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