To all, 1. Nice day so far at De Beers. Go, De Beers, consolidate those mines. <G> And bring me da beer while you're at it.
2. Not so hot at Incyte. They reported eps and, though they looked good to me, up 88% from last year, they obviously don't look good to other players. Also, they are confusing as INCY is pulling a Genzyme on its genetics subsidiary. And, there was purchased research in a buyout. Still love it and think it is cheap here.
3. My Morgan Stanley Asia Pacific continues to creep up in price. O.K., it's nothing to write home about, but the fact that it is not going down and that I have a profit already amazes even me. <G>
Good Luck,
MB |
