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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (18129)12/9/2003 10:02:46 AM
From: Spekulatius  Read Replies (2) of 78753
 
Portfolio update MEDI, NVA, BPT
Sold MEDI and NVS due to recent stock advanced. Sold short BPR and overvalued (IMO) oil trust, hedging my long position in APC. I am looking for more short opportunities in the energy and mortgage trust sector.
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