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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (17827)10/14/2003 9:06:41 PM
From: Spekulatius  Read Replies (2) of 78753
 
Portfolio update -APC
I overcame my reservations regarding APC and bought 1/2 position today. APC has underperformed and I hope that the valuation will catch up with its peers.

JNJ had a very good quarter, the coated stents were doing better than expected, I will add to my position if there is weakness.
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