Date updated:03-04-2008
Stocks that I have owned fairly recently but that I have sold, and prices where I would look at them again

-
PERY
Perry Ellis Inter - $13.61
- -8.23%
- $14.42
Sold at 31 and change. Still like the company, but It isn't nearly as cheap as when I bought it It would be cheap again down around 20. Don't like retail-related stocks here, so I haven't bought any but down at 15-16 but it is well within my parameters now and I will probably buy it once everyone agrees there is a recession. May benefit from the fact that it sources a lot of its goods from Caribbean area rather than China.

-
FCX
Freeport Mcmoran - $79.56
- +0.08%
- $78.58
Sold somewhere around 55. Like the mix of copper and gold, long-lived reserves. Management likes to return money to shareholders. Nervous about PD acquisition, copper prices. I'd like to buy it around 45, don't know if that will ever be possible.

-
KTC
Kt Corp Ads - $16.95
- -0.24%
- $16.96
Sold some around 26, some around 22.5 I still own a little of this, but I am swapping into EWY for more diversification.

-
LM
Legg Mason Inc - $30.20
- +0.30%
- $29.67
Sold on 3/1 at 101 and change. It was a trade that didn't work, and that is why I sold it, but I don't think this is the kind of stock that I want in the current environment. Too levered to stock market performance.

-
DRL
Doral Financial - $2.79
- +1.82%
- $2.87
Sold 5/1. Gave up--no sign there will be any value left there. This was probably my most expensive mistake ever. I made two serious errors. My posiiton size was too large for a stock that I classified as a speculation, and when it became clear things were substantially worse than I had believed, I didn't sell immediately. On the other hand, I didn't completely lose my mind, so it didn't make that much of a dent in the overall portfolio.

-
KOMG
Komg - $0.00
- N/A
- $N/A
Sold half right after buyout announcement, sold rest 7/12. Very little upside left.

-
PALM
Palm - $11.32
- -2.16%
- $11.42
I think all the attention in this segment is on RIMM and AAPL, and I don't see any sign that PALM has the ability to overcome that in the near to medium-term. Elevation Partners purchase lifted the price a bit, but now seems like a good time to exit. Sold last of it 7/12.

-
NITE
Knight Capital Gr - $16.37
- +2.83%
- $15.72
Suspect this will not be a good environment for them--too many customers disappearing.
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