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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19532)8/12/2004 10:43:27 AM
From: sjemmeri  Read Replies (3) of 78717
 
And since ANF was doing the heavy lifting for the 'safe' portfolio, its now sunk underwater to join 'double' and all the indices:
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I guess I'm in agreement with you on ANF for now as I'm still holding half of what I had but haven't decided to buy more yet. It would be terrific if JC would chime in on his current view of ANF about now.

steve

p.s. I made 2 buys yesterday - PARS (a bio with an interesting product in late stages of Phase III testing) and COSN (trading well below cash which they've been burning at a rapid rate as their business stinks but management recently decided to look into potential sale of company).
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