Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (17501)	9/25/2003 10:57:48 PM
From: Spekulatius	Read Replies (1) of 78480

Portfolio update - Still holding the consumer stocks NSRGY and UL,and CHL the Chinese mobil phone service giant. Added GRT_Pf, Grommits find with a 8.8% yield. I intended to add to JNJ but since BSX came out with great data on their drug coated stents, i am a little bit cautious but still would add if the stock falls to 45$ or thereabouts. I sold my position in NRGN at a decent profit. I am still looking to add to pharma stocks, preferably NVS or with a little less enthusiasm PFE is they hit my target prices. APC does not look that cheap to me any more after i looked at the financials but it still may be a good takeover play. Some small cap stocks that I am watching: KEG (oil service), TALK (a small telecom featured in Motley fool) and MYGN a biotech at its lows. Also interested in TLM_pa Overall I am not eager to jump in. It looks like the broad markets and especially the techies are heading down and so i think there is a good chance to get better entry prices soon. I am roughly 75% in cash right now.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next