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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (13977)3/6/2002 11:40:10 AM
From: blankmind   of 78530
 
- sold my softnet (sofn) & put the proceeds into ESG Re (ESREF)

Reason: ESREF’s last 4Q01 earnings release was pretty stellar & should have moved the stock much higher; instead, it’s even lower. So locked in profits on SOFN to lower cost basis in ESREF. We’ll see. By the way - deadline for filing 10-Q is 45 days; and 1Q02 ends 3/31/02 - so around mid-May should know
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