Select Names

I'm not typically a bottom feeder but to grab small positions in industry leaders when they're beaten down isn't sacrelige. Take a stab and keep the stops tight. I've been in and out of some of these names since 2000.

• Nibbled on Broadcom (BRCM) yesterday at $14.85, speculative, underweighted position.
• Must look at a little Chesapeake (CHK) soon. I've not enough hubris to think that I can call the bottom but I lose nothing by sitting idly by for the right visceral feeling to jump. Perhaps I get it at the absolute low, probably not.
• More Budweiser (BUD)
• More UST, Inc. (UST)