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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (16985)5/6/2003 7:52:43 PM
From: Paul Senior  Read Replies (1) of 78602
 
Wallace Rivers, it seems quizzical to me as to where the market is going. I see 3rd rate companies announcing lousy quarterly earnings and poor '03 prospects, and still the company shares rally.
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As we've discussed previously, I chose DRD over CVS in the drug store biz, and I still have it. Unlike your CVS though, it's not worked out satisfactorily for me. Also I'm still holding on to a small RAD position.

Next time I note a drop in CVS, I'll be sure to look at it real closely for a buying opp.!
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