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Pastimes : Home on the range where the buffalo roam

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To: John Koligman who wrote (13414)	11/13/2004 8:43:47 PM
From: CFA	Read Replies (2) of 13815

Nice trade on NOK. My avg is a bit higher than yours...I'm up a little more than 30% and still holding. BBI also up 30%+ since I mentioned it on this board almost 2 months ago. I'm curious why you chose to hold NOK for such a long time, given that your general investment style is to hold for only a few days/weeks. Also curious about whether anything else looks attractive to you right now. Any thoughts on Merck? Disclosure: Held a little Merck prior to the Vioxx news and made the mistake of purchasing more at $33 a few weeks back. I'm still willing to average into a bigger position, but am now waiting for the low-20s.

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