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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20683)2/17/2005 10:13:44 PM
From: Spekulatius  Read Replies (1) of 78701
 
Portfolio reshuffling - USLM, MSFT, ARDI
Sold USLM yesterday (ouch),bought MSFT and ARDI. ARDI was brought to my attention by a poster in Bosco's and Crossy thread. ARDI appears to be in an interesting market (vehicle tracking) with large potential. Valuation is pretty reasonable:

finance.yahoo.com
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