Oversold, but bought too early on the dip. Sold when roared back...too soon. Only a tidbit left in portfolio so just sitting on it for shits and giggles.

My SKYF shares rolled into HBAN when the deal closed 7/1/07. Very recent short term subprime impact on earnings causing shares to fall tied to the subprime lender's relationship with SKY that HBAN bought in '07. Some speculation of it as a takeover candidate but I can't see it. Still getting pounded but CEO in a letter to investors stated that after a preferred placement, and cutting its dividend in half, that it now can support again its original dividend...but instead will conservatively support its capitalization ratio. Therefore, even beat down, I'm considering buying more.

No debt, good company, Colorado company, price dip...bought too soon once again but is up now. Raising dividends, share buybacks, share dividends, small split. Only concern I have is growth. It needs to grow and I wonder how it will handle growth. Stock killed when missed a bit and the fickle stampeded. Story hasn't changed...but should have sold some profits at $18. Rookie!

Love gambling, familiar with Womacks in Cripple Creek, Colorado is home, growth opportunity that is being beat up for no reason...reinvests capital and debt in itself. Bought on big dip. Getting beat up for poor reasons. Missed 2 quarters for very legitimate, correcting reasons related to new casino openings and purchases. Next one missed by a penny, big deal. Edmonton casino is only problem and it is being corrected and they're adding slot machines. WHEN this hits the past unreasonable 9ct estimates, it will explode. Some wild spikes up well over $4. Company does not provide guidance. Missed annual meeting due to business trip. With cash coming in, company needs a share buy back to bolster shares.

Added McGraw-Hill at the end of October '07 for a variety of reasons. I have been watching the company for years and have been looking for an entry point. Besides being down significantly from 52-week high I think the company stands to benefit from NewsCorp's Dow Jones purchase. I have a feeling CNBC will be needing to get additional content from established companies. The company has significant moats in the educational and financial markets and I suspect the latter will grow. Of any stock I think this will be the most likely one I'll hold onto for years. The dividend doesn't hurt either, and there is a history of it being raised annually. Considering buying more.

Added Synovus as a spinoff play in mid-Dec '07. TSS shares are from the spin-off. I like the nature of SNV and letting it's banks stand alone as community banks but I already have HBAN as a dividend (>7%) play. May sell it.

Shares acquired from SVN spinoff. Company retains strong relationship with SNV and both are well run. Dividend. Portfolio diversifier. Growth.

Arbitrage play. Stock drifting down on fears the buyout won't go through but the deal is receiving state approvals and $19+ per share profit potential, the fact that the stock is trading at it's pre-buyout level is worth what I feel is a risk that isn't going to play out. May buy more as I cannot see any real signs the deal will not close.