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Author: Hohum777 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1826  
Subject: Oct 2012 musing Date: 10/6/2012 12:44 PM
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The thought for the last week has been- deploy cash. I already had a lot on the sidelines,
so the September clean-up just added more, and that's making me feel a little antsy.
On Friday (10/5), I did take small steps- nibbled on OCZ, nibbled on NAT, and added to KCG.

The DRIP ac has been very good YTD. I set the bar at 7.5% for the account, and so far
it has been on the right trajectory and quite steady. Actually, the steadiness is quite
surprising given the big hiccups caused by ORI and TSU. I missed the chance to lower my
ORI cost basis significantly in the account. That's partly because I wasn't convinced enough
to give ORI a similar place as SO and VZ. There's a high bar in this account, and I am not
really too concerned if only 4-5 stocks do the heavy lifting for this account. Small nibbles
on COP and EXC so far, but perhaps I should try GLW in here too?

Of course a 40% price zoom is going to grab one's attention. Talking about the PPP
bounce yesterday (10/5), on the favorable tax ruling. I know major shareholder had announced
they would be reducing their PPP stake. I wonder if they sold any shares before the ruling?
Unfortunately, I had no shares to participate in the festivities. Then again, I locked 3-digit
gains in less than 3 months, so I can't complain.
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