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Strategies & Market Trends : Value Investing

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To: sjemmeri who wrote (19298)	6/19/2004 4:27:31 PM
From: Area51	of 78676

mid year portfolio updates: My safe pick was TMR and I would still buy it here. I still think it will be over $10 by Q1 2005.(http://www.siliconinvestor.com/readmsg.aspx?msgid=19913958). My high risk, high reward pick was CORV and I am still holding (The bounce to around $3 early in the year was overdone and I should have cashed out there). My honorable mention high risk\ high reward was SATC and I sold earlier this year at 2.80. Now that it has come back to $2.15 I think it is interesting again. However the chart looks lower so I will likely wait until after the Q2 earnings release to see if it is still progressing. For Q1 2004 they cut the operating loss from $5 million in 2003 to $1 million in 2004, and if they can continue the trend it still has double potential. If I had to buy another stock today to replace it I would take AGEN (Antigentics), as it is at long term support and could put in an ELN type performance if Oncophage trial results are positive.

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