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Strategies & Market Trends : Value Investing
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To: Allen Furlan who wrote (13397)12/1/2001 5:35:44 PM
From: Wallace Rivers  Read Replies (1) of 78530
 
Purchased CVS yesterday at 26.87. Still holding ALL and NBR. Sold CMO (not a large position) Wednesday. Sold SYMC Monday - despite a lot of heart burn, it was good to me twice.
Looking at VVR (a closed end bond equivalent fund) in the belief that interest rates will back up, perhaps significantly. In the same vein, am vaguely considering shorting zero coupons.
Good trading to all!
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