Many thanks, Iso. Bought MRK, PFE, AEP, D and WM at Monday's close for a value portfolio I've been doing for a couple of years. Returned 43% in 2000 and 35% in 2001, not including dividends. Don't think it will do as well this year, but I think it will beat the Dow and S&P again. It sure is interesting that few growth stocks are showing up as values in the S&P right now.
Bought only half positions; clearly I should have bought the other half this morning. -g- The 2000 list was MO, DCN, WM and TOY; the 2001 list was DELL, SPLS, TXT, NWL and MSFT.
Did not add to EPEX when it was hanging around 5 earlier. Blew that one.
Best,
Paul |
