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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17500)	8/2/2003 12:10:45 PM
From: Spekulatius	Read Replies (4) of 78480

Portfolio update - NHY, E, APC, JNJ, NRGN I sold my remaining position in NHY. The stock seems fully valued now. I am considering to take a new position in the oil sector. My current favorites are E (the italian multinational) and APC. I don't have a position yet. I bought a first position in JNJ. Not super cheap but reasonably priced. PE about 19. AAA credit rating, very clean balance sheet and stellar LT record. Chart looks good as long as 50$ resistance hold, IMO. The stock is weak because of the botched coated stent rampup. I still bet that JNJ will solve the problems (after all the product is approved) and that this will be a multi billion dollar product. I am looking to buy more on weakness. I bought a speculative position in NRGN, a small biotech outfit trading at moderate premium to cash. NRGN is specialized in neuro/brain drugs and has a couple of molecules in the clinic. All of them address big markets. the flipside is that the company has been in drug development business forever and never came beyond Phase II so far.

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