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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (19506)	8/7/2004 1:04:56 PM
From: TimbaBear	of 78722

I can categorically say that I have lost money on everything that I have bought and held on to since 3/31/04. Energy. Commodities, and Biotech. Has anyone made any money since then? The overall portfolio value is down during the second quarter and up quite nicely year to date. Of the items I either sold since 3/31/04 or round-tripped since then: I've got 9 transactions that qualify: 7 were gains and 2 losers. Of the gains, 5 were companies whose fundamentals I liked and whose technicals looked like a big up move might be imminent, so I bought calls, which leveraged the gains nicely. Of the speculative stuff, Dan River lost 75% of my money in them and IPIX made 150% return. The calls were in AAPL, AHC, and APC. Overall, YTD through 7/31/04 the combined portfolios were up 18.8%. The action in August has lessened the performance, for sure, but I haven't quantified it and now won't really do an overall return valuation again until year end. Timba

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