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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (19529)8/14/2004 12:01:39 PM
From: Spekulatius  Read Replies (1) of 78603
 
Portfolio update - ABC, ADGO, CCBL Via.b
I sold my position in ABC , taking a 5% loss after the recent announcement. Many analyst were right to predict that the drug distribution business is under pressure.

Proceeds went into more Via.b and a starter position in Dale bakers pick of CCBL. I also added to ADGO with recent weakness.
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