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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19625)	10/23/2004 12:30:51 AM
From: Spekulatius	Read Replies (2) of 78593

Portfolio update - TREK.OB, NOK, MLNM Sold my NOK. Earnings were weak but better than expectations. I don't know why the stock has been doing as well as it did, even though so many other large caps with better fundamentals ae lacking. I sold my position today, even though i don't really like to take short term gains. But 30% in just a few weeks without fundamental change is good enough for me to cash in. Although sold TREK.OB, the speculative oil stock, as i want to reduce my position in this sector. Bought back 1/2 position in MLNM that I sold recently. Revenues of Intellegrin (as indicated by marketing partner SGP) were better than expected. My goal is to reinvest proceeds into undervalued large caps: C, ACE, AIG (maybe), AMGN, PFE are on my pot. buy list amongst others.

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