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Strategies & Market Trends : Value Investing
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To: David who wrote (19439)7/16/2004 4:18:31 PM
From: Wallace Rivers  Read Replies (2) of 78671
 
Had (for me) an active day. Added to my losing position in INTC. Wrote Jan 60 calls on my JNJ position, purchased just south of 50. Purchased VIA.B at 33.88.
Got killed (on paper) in SYK, which I've held from the early 80s. Still, that has been a great LT stock to hold, I suspect the selloff is overdone, even though SYK has never been a value stock as long as I've held it. Some of you may want to give it a look [or some of you you may not :>)].
FYI, HBP was up big today. I believe that is a Mike Burry stock.
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