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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18612)	2/2/2004 4:20:08 PM
From: hoyasaxa	Read Replies (3) of 78702

Paul, re: portfolio update Sounds familiar. Think we may have a number of stocks in common. My portfolio includes the following individual equities. ADG 19.25 - 0.80 Trade - Defense/ Value ATAR 3.26 - 0.12 Trade - Computer games/ Growth BRKB 2990 + 9 Trade - 'Nuff said CBD 22.55 - 0.44 Trade - Brazil's Walmart CD 22.89 + 0.24 Trade - Cendant CETV 19.49 - 0.02 Trade - East Europe/ Media, Dale turned me on to this one. INTC 30.32 - 0.20 Trade - A play on Big Tech LOOK 1.93 + 0.03 Trade - Value/ turn-around MRK 48.07 + 0.47 Trade - Big Pharma/ Value NTGR 16.64 - 0.24 Trade - Wifi technology play STO 10.95 0 Trade - Norway/ Oil / Value SUNW 5.49 + 0.20 Trade - last 10 shares of the biggest contributor to my portfolio in the 90s UAIR 4.53 + 0.11 Trade - Speculative bet; a Jim Clark shoot the moon pick.

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