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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (13426)	12/11/2001 11:36:23 PM
From: Paul Senior	Read Replies (2) of 78476

MRK. Right. I may be adding also to my small position. Other pharma co's may be dragged down, and I'll be looking at those as well. Again, agreeing with you-- NVS. I'll take PHA if I can get your price (38), but that's not likely. As regards utilities, I'm not sure I even understand what is and what is not a utility in this deregulated age. I've got some that might be close that I may've mentioned before: LNT, NOR. I also hold ATO. Now that you've mentioned ETF IDU, that doesn't look too bad to me for someone looking for something in the utility arena. I'd be interested in what you finally decide and purchase. Paul Senior

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