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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (11270)	10/12/2000 1:36:28 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78625

Armin, I can't predict worth a darn. Not one day, let alone 31. Correct me here if I'm wrong. I'm figuring that the HLTH shares are distributed among several Janus funds, and that the Janus filing on HLTH will mean the managers of each fund are now free to make buy or sell decisions regarding HLTH. So some, maybe not all, but some funds will sell. And maybe enough to influence the market. Regardless, I figure I just have got to cull more losers out of my portfolios to offset the net gains I'm showing on my running Schedule D's. To my mind, some of the losers rather than being sell candidates, instead invite additional commitments now (such as CIT or TKR), and so I'm keeping them. Paul