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Strategies & Market Trends : Value Investing
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To: gcrispin who wrote (24268)11/14/2006 7:27:10 PM
From: gcrispin  Read Replies (1) of 78667
 
Below is an update and a reply to the post on stocks that I currently own

NPTH: I wasn't pleased with the latest 10-Q so I've sold 30% of my holdings today.

CKSW: I continue to hold these shares but might take some profits when my long term capital gains are established in December.

BEL: A major loss with my average price of 3.00. I continue to hold my shares as I think their plant assets are worth more than the current enterprise value.

IMOS: I am still holding these shares and might buy more if the stock dips to my average purchase price of 5.40. The company stated that they will cut back on their capital expenditures, which should imprvoe margins.

FMD: I continue to hold my shares. A three for two split is planned and the latest quarter was fabulous.

MEDX: Not a value stock, but I mentioned it in my previous post. The CEO has resigned due to backdating of options and the stock has responded nicely. My average price is in the low nines.

PTEN: Bought and sold for a small gain. I am more interested in some of the Canroys mentioned on this board.

ISIS: I recently started a position in ISIS. It is not a value stock, but one with great intellectual property. Yesterday's news was very encouraging.
Message 22930741

IVGN: I recently have purchased this stock which is in the doghouse with Wall Street. I am considering adding to my position.

Message 22952097

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