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Strategies & Market Trends : Value Investing
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To: gcrispin who wrote (25267)11/15/2006 12:13:21 PM
From: Paul Senior  Read Replies (2) of 78667
 
Your picks too tough for me, gcrispin. Bwdik. I sold FMD at small loss when they lost a customer, and that's just when the stock began to take off. I guess because I didn't understand FMD business model, I had no faith.

I've held some IVGN for a couple of years. Just got tired of it, as it seems to underperform even though media reports continue to be positive on the prospects for their business. I closed my position recently. To me, it's not worth holding given the high pe. That's high p/e in my opinion.

I'll continue to hold my shares of PTEN, although I'm not happy with it's performance.

Jmo, and I've been wrong many, many times.
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