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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (25335)	12/14/2006 11:23:59 AM
From: E_K_S	Read Replies (3) of 78507

Started new positions in Aracruz Celulose S.A. (ARA)and Emerson Radio Corp. (MSN. Added more shares to my Biotech company AVI Biopharma Inc. (AVII). ARA is my value play and a hedge against a falling dollar. I just have a small starter position as I did not want the stock to get away. I would like to add more shares below $55. I bought a small starter position in MSN as mentioned by Spekulatius. The stock seems undervalued with a low book value, reasonable long term debt when compared to available cash and a low P/S ratio which could move much higher if new sales contracts are secured. Finally there were some large insider purchases at current prices so it appears that they are positive for the company next year. AVII is no value stock but one of many inexpensive (not profitable) biotech stocks w/ several interesting vaccines under development. This could be a total loss or multi bagger. I also have hedged some of my recent gains in C, HD, WM, SVU, AHM & ORCL and expect to have stock called away in December and January. This will allow me to establish larger than normal cash reserves to buy more compelling values when investors "Sell in May and go away". EKS

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