Now, I'm not looking to sell anything else I own, unless we see a lot more upside. For a quick update on what I own for individual stocks, here goes:
General Growth Properties (GGP)
American Capital (ACAS)
Compass Diversified (CODI)
TII Network Technologies (TIII)
Igo Inc. (IGOI)
I will add to any of these, if given the opportunity. I've got a few new ones in my sights as well, but as usual, I'm willing to be patient and (hopefully) not overpay.
There you have it. I'll try to update more frequently.
Disclosure: Long GGP, ACAS, CODI, TIII, ETFC, JMBA, PFE, IGOI