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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (16257)1/23/2003 4:31:53 PM
From: Paul Senior  Read Replies (1) of 78657
 
Spekulatius: re: portfolio update.

I'll follow you here and swap out of MRO and add to a small CVX position.

I'm maintaining my losing position in FLEX. Awaiting better times for this company. Ditto with AZ.

Have you looked at BAY?

Paul Senior
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