No. of Recommendations: 2
So far, the Sept exits are looking quite good. I think the only one that is trading higher is
TNAV. The October ideas have not been too good- OSG, OCZ. But the positive there is the bites
have been smaller. The only reasonably-sized position was CMLP, and that has been behaving well.
Thirty days since the TC exit. Now I can repurchase TC shares without triggering a wash sale
or disallowed loss- nice, plus I get a lower price :)

Speaking of OSG, I really wish I knew which particular vessels were unencumbered. I know
if I dig in older reports I can find a onesy-twosy case of financing e.g. I think one of the
newer VLCCs was financed. But with 67 vessels in the owned fleet, this could be tedious.
I read some analyst describe OSG as "a patient with gangrene" - Ouch!

ORI shares in DRIP ac turned positive. If it continues higher, I might trim shares in the DRIP ac,
but keep ORI in the Roth ac as a DRIP. Works as part of the larger plan to have DRIP stocks in the
Roth ac.
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