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    Saturday, February 26, 2005


    Sold out of AES - 100%++

    In this post I recommended AES at $8 as well as oil sands split trust at 21.81 CAD, OCA, Rising Rates Opportunity ProFund and Pfizer LEAPS. Well i've sold out nearly all of my AES and at $16.81USD, today's price, I would sell all of it. It is a good company with good prospects but the key to value investing is getting out when fair value is reached. I bought some of my AES around $2!

    Oil Sands Split Trust is currently trading at $62.5 CAD, nearly 200% up from where I recommended it. I'd be waiting for another double from here. The Pfizer LEAPS have done very poorly and RRPIX is up slightly. I posted that I had sold out of OCA a while ago. In this post I recommended

    Oil Sands Split Trust - 25%
    AES - 20%
    OCA - 20%
    RRPIX - 15%
    WPEAG.X - 10%
    (These don't add up to 100% because I suggested leaving some cash aside).
    Given that I posted on June 8th to get out of OCA that's a pretty good run, up around 60%.

    I don't think i'll be recommending entry points in the future, but I may.
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    Disclaimer and Disclosure Analyses are prepared from sources and data believed to be reliable, but no representation is made as to their accuracy or completeness. I am not paid by covered companies. Strategies or ideas are presented for informational purposes and should not be used as a basis for any financial decisions.
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