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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15377)9/3/2002 9:54:56 PM
From: Spekulatius  Read Replies (1) of 78493
 
I bought back AZ (sold trading position during the last bounce). Within the biotechs, i added MEDX and looking to buy some HQH (closed biotech fund) and CRGN (below cash) with ample discount to NAV).
Sold PRHYX (Japan Fund) I am also looking at adding more to AAUK. I am looking into oilservice stocks right now, with DO, TDW, RIG, GSF as I believe that they may actually benefit from and war against Irak.
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