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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18499)	2/18/2004 10:58:34 AM
From: valueminded	Read Replies (2) of 79019

Paul: Medquist felt right. I think it is undervalued based on ebitda and enterprise value. Management changes are a good thing which I think will be the catalyst, but I have been wrong before. In terms of elan, took some off the table today. Bought a small put (hedge) position in BIIB as it seems to have benefited (imo too much) based on the antegren news. NTZ I still like, but not adding at this time. I took a look at sthly based on someone's mentioning on this thread. Bought some about 6 weeks ago. I think could turn out to be a modest winner. I probably don't buy and hold as long as most as usually have about a 6-12 month horizon. If fundamentals change, it can get longer or shorter. chris

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