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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (11232)10/6/2000 4:58:17 PM
From: Paul Senior  Read Replies (1) of 78652
 
I've added to positions in NSM and SWS today. As some some stocks have moved up, I've scaled back my holdings in them. To wit: today I sold portions of APPB, WFMI, and ABT. Within the last couple of days I've also begun taking profits in ESRX, and I sold my full position in IBP after the buyout announcement. These sales were all in stocks that were discussed or mentioned here (not necessarily by me)when their prices were lower and they were believed to be undervalued situations.

Paul.
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