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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19806)10/8/2004 5:24:35 PM
From: Spekulatius  Read Replies (2) of 78611
 
Speaking of Sales - portfolio update:
AUO at a loss, trimmed MLNM and BDK (profitable)

AUO and MLNM still interesting and maybe buying back at lower stock prices, which seems to be occuring now.
Holding: NSRGY, Viab, BDK, APC, PCZ, PRE, AMGN,AMAT, OVTI, PRCP, PFE, WPI, HUM, NOK and recent buys AVZ, PFE.

Also holding positions in microcaps ADGO.OB (inexpensive golf equipment, very low valuation), DFNS.OB (bullet proof vests, nice ticker symbol), USLM (lime, mineral royalties)

Rather, I'd prefer that each stock I mention stand on its own and not have anybody weigh whether my past record or posts should influence their decisions or opinions about the stock.

I very much second that.
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