No. of Recommendations: 0
- Decided to cut the ORI stake- reduced Roth stake to 50%, and closed out the DRIP ac stake.
Had a bouncy ride with the idea, but the Roth stake finished up about 30%, including div.
The DRIP ac a much smaller gain. Even with all the housing sector problems, the company has managed
to maintain its high dividend, and incrementally growing it. Probably need to keep it on
my radar screen.

- Management changes at GLOG. Not sure if the change is very significant- new CEO is former
Chief Strategy Officer, but CFO is new.

- Missed the Dry bulk company bounce. Don't feel too bad- that's still a hurtin' sector. I am
surprised that dry bulk shipping has not reported an occasional BK as has occurred in the tanker sector.
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