February 9th, 2006 at 3:16 am

Swapping CMI for PCAR

On Monday’s show, Jim said swap out of Cummins Inc and into Paccar. So after waiting a few days, I’ll make the trade in the Portfolio tomorrow at the 10:00 prices.

We’ll keep Seagate Technology (STX) as he says it should go to $31 or so.
No other changes at this time.

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