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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (19026)	4/4/2004 5:26:07 PM
From: Paul Senior	Read Replies (2) of 78686

Steve168, re: AMPH. I bought based on the balance sheet, not the income statement. I'm selling most shares now because I'm leery of the business, and the stock isn't as attractive to me. Dale Baker has studied AMPH in some detail, much more so than me; I rely on his positive opinion going forward. I'll continue to hold a few shares. I really don't understand exactly how AMPH makes its money: if they could be hurt by unexpected medical malpractice claims, then the investment is risky. That's my uneducated opinion, based on my experience owning medmal companies that have fallen into bankruptcy. Hasn't stopped me from buying & holding such companies though. Have ACAP now, for example. Just very small amounts.

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