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Pastimes : Home on the range where the buffalo roam

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To: CFA who wrote (13422)	11/14/2004 7:30:22 PM
From: John Koligman	Read Replies (1) of 13815

I have a multi-pronged strategy trading. Most of the time, in and out daily, but several times a year (more or less, depending on how I feel the opportunities are), if I see stocks that look to be solid but so beaten up that they are a hold for weeks/months, I will load up. Funny you mentioned Merck, I'm just starting to do some legwork on it. Thing is, I often go by my 'seat of the pants' feeling, and I just don't have it (yet) on Merck. Once these lawyers get their teeth into these firms, this thing could drag on for years and billions of dollars. Too much risk with foggy visibility right now. I've been thinking it more likely that some of the other majors like Pfizer that have similar drugs might take a hit if they show similar problems in the future. That occurred to some extent with Pfizer's Bextra this past week when they talked about adding a 'black box warning' to the drug... Nothing really jumps out at me in the 'fire sale' department right now, although I'm kind of curious about AMD really getting some traction here vs Intel... The stock has already made a big move, but it looks good. Have no position and looking at it. Best regards, John

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