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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24632)8/18/2006 9:33:16 PM
From: Spekulatius  Read Replies (7) of 78751
 
Recent buys: FLWS (speculative), MDT, YRCW. I sold out the remaining position in TYC out of boredom - i think this stock is dead money until the spinoffs next year and based on my experience with CD (which I did not own) and VIA( which I did) I can pretty much wait and pick up the pieces I like after things are settled anyways.

My portfolio has been on fire during the last few days, due to the recovery of deeply discounted EBAY, MXIM, MSFT and CSCO - averaging down did pay off finally
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