A few more buys today

2014-01-24 22-03-53

I managed to make a few buys today starting with SAS in Sweden this morning which I think is a turnaround play. Then continued to add to some CMI and AAPL in the US during the day. I even had more bids in for CMI at 125 but it never got hit. I think that the emerging markets worries are overdone and that this market should be bought…just the right names.

As you can see the portfolio held up nicely even in the face of this decline, we are not swinging for the fences but grinding out returns carefully over time!

So, get some sleep and I will see you on Monday!

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