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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (11139)9/11/2000 9:52:29 PM
From: Jurgis Bekepuris   of 78673
 
James,

This year is so far going fine for me. Thanks to ANF,
a flip of GTSI, pharmas in 401(k) and furtunate flip
out of WCOM. I also sold LHO that I held since last
year and MAT (for loss). I also had one of long-time
ago mistake LEAPs expire worthless.

Otherwise, I am happy with my strategy and performance,
even though TSG and SYMC are currently under water,
and BRK is more-or-less flat.

Last year I had great 401(k) results due to surging
company tech stock. (Which I liquidated at the top -
but I also got stock options at the top, so there's
no big consolation). My portfolio results were so-so,
but not horrible. Had some luck with NKE. My worst
year was 1998, when I got caught on the wrong side of
CIEN-TLAB arbitrage and with worthless semi-equip
calls. Ouch!

So I can't really answer your question, especially
since this year our portfolios significantly overlap.
I can say that non-pharma part of the 401(k) is very
flat though.

Jurgis
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