well i too sold some stks today. Went through portfolio (far too many companies) and flogged those i felt had least hope of recovery. My biggest paper loss by far is HST. Bought at $1.22av. But reckon i can get 40c within a couple of months rather than the current 26c. I lose for sure... but big difference between 26 and 40. Some were put to rest and a few more doggies will follow. All-in-all i am down in FY11 after exc FY10. But using my safety criteria i feel the strong results in august and high divs will underpin SP even if mkt slides. WOW remains my foundation stk. It's not rising, but at least it's not sliding. Decent result in August should add a 100-140c to SP cum-div. Am very bullish re DWS. watch that space over next 2 months. ASZ a huge disappointment after poffering holders with dreams of a "$600m pipeline".
