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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (13092)1/23/2006 3:21:40 PM
From: Bob Rudd  Read Replies (2) of 78652
 
Sold IVX @30.75 [Cost 18.54] in front of acquistion by TEVA. Conisdered rolling into TEVA, which is very well run, but looks a bit ahead of itself. Will consider buying TEVA if it comes in a bit. Besides selling and considering the TEVA buy from a new position basis provides clearer perspective than viewing it as an owner.
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