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Re: trunkmonk post# 54945

Tuesday, 07/19/2016 7:31:31 PM

Tuesday, July 19, 2016 7:31:31 PM

Post# of 63744
I think everyone in the commodities sphere has had a good couple of months.

That said I trimmed from 440k to 400k and put some capital in distressed debt that I expect to preform quite well.

But I will likely not be trimming much more based upon my exceptions of this company.
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