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Tag: sales

While most the companies in the Toshuo Portfolio have what I consider to be excellent business prospects, things have deteriorated for three companies– Panacos Pharmaceuticals, Flamel Technologies, and Panera Bread.
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Suntech shares have become compelling enough that I’ve decided to sell my United Fire&Casualty position. When I have more time, I’ll update this post with why.

03/03/2008 Sold 50 UFCS @ 34.6006
03/03/2008 Bought 47 STP @ 36.9