Bought CB 48.65 (1% weight)
KR 20.28 (1% weight)
VAR 45.54 (1% weight)
WAG 37.31 (1% weight in one account.  bought this in two accounts.... The much larger purchase was bought at 37.00)
WMT 54.24 (1% weight)

 

Sold BVN for approximately 35.45 (made about +140% gain on this one!)

 

On Friday night, I calculated BVN at 99% of Intrinsic Value.  My rule is to sell when it hits 80%, so it was way above that.  Even though my order got cancelled yesterday, I placed it again today, even though it was -5% lower.  Gold is unpredictable.  However, I stayed disciplined, and got out when the price was above 80% of my Intrinsic Value calculation.  I made a nice +140% profit on this one, and BVN was over 10% of my portfolio when I got out.

 

KR was Kroger.  I already owned it, and it took about a -13% tank this morning before I added to my position.  Combined, I'm down -3.57% now on this stock.  They had bad news.  I'm thinking about holding this for the long-term, so I didn't mind adding to it today.  I figured this was the perfect opportunity to add to the position - when Mr. Market is depressed.

 

- Vooch