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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19387)	7/11/2004 1:44:12 PM
From: Paul Senior	Read Replies (3) of 78519

Thanks for the WPI post & update, Spekulatius. I'm considering starting an exploratory position - and for the reasons you mention. ------- Guess I should have cut back my HUM position when stock was higher late '03, early '04, but I didn't. I did add more in May as stock dropped. ------- Have trimmed NVS a bit. Have taken some losses on Cardinal, but still own a few shares. Holding MCK and ABC. finance.yahoo.com

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