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Strategies & Market Trends : Value Investing
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From: gcrispin12/19/2005 9:30:08 PM
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I doubled my position in FMD at 28.26. Certainly a controversial stock, I view the CEO's recent purchase of 10,000 shares at 28+ and the Chase five year agreement as positive signs.

Not a value stock, but a nice growth story for 2006 is CKSW which has announced six contracts in the last ninety days,including one today. I have been buying the stock for the last three weeks for an average price of 1.53. The enterprise value to revenues is appealing in light of what At Road paid for Vidus. I will buy more if/shen the stock pulls back to 1.60+

Message 21985837

KND got hit today on the announcement that the House will cut Medicare by 40 billion dollars. I continue to hold my losing position and will wait to see what the Senate does. It's hard to see significantMedicare cuts going into the 06 elections.
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