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Well, it happened sooner than I expected, but I'll be selling the Messed-Up Expectation portfolio's position (all 52 shares!) of Ceradyne
The sweet thing is that both positions will end up in the green, both the March 2012 purchase at $32.45 and the June 2012 purchase at $25.41. Overall, the portfolio will make 24% on its investment in a mere six months. Not too bad!
I was expecting Ceradyne to become a bigger player in oil drilling, selling its PetroCeram ceramic screen filter to Petrobras
So long, Ceradyne! It was nice while it lasted.
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