Friday, February 8, 2013

Portfolio Update

I'm out of XPO Logistics at an average price of $17.07.

I am eyeing Conrad Industries and May Gurney as replacements. I feel a bit silly not owning at least one of the two.


  1. Surprised you don't own CNRD yet.

    1. You've hit upon my biggest weakness: I find it hard to buy a stock if I myself haven't brought anything to the table. Ironic for someone who blogs but there you have it. And your posts on CNRD (and the VIC writeup) are comprehensive enough that there's nothing much to add: it's v good value and 2013 will most likely be the year when it re-rates.