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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13425)	12/11/2001 10:38:00 PM
From: Spekulatius	Read Replies (2) of 78476

Tomorrow may be a good day to add to pharma stocks. MRK below 60$ looks very attractive to me. I'd also like to add to NVS again at 33$. After the Enron fallout, utilities may be an interesting investment. A few have been mentioned on this thread (PPL,REI) and I also consider DYN and EPG candidates. I have done some research and I am surprised how byzantine the balance sheet of utilities have become. Many have negative cash flow and significant debt - my best guess is that energy wholesales with high debt loads may have problems (see CALP) when electricity prices are falling. So, i may just decide to buy an ETF like IDU and try to time the market. Opinions are very welcome!

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