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

To: Allen Furlan who wrote (12219)	3/26/2001 2:40:40 PM
From: sjemmeri	Respond to of 78601

I have no specific opinion on imnx or most of the others on that list. I'm slowly trying to educate myself on the merits of the various companies (or at least figuring out whose opinion is worthwhile). Barring that, I may just take a position in several reasonable-looking, cash-rich biotechs. A covered call strategy might be a good idea with a decent premium. I might buy a fund or index but they all seem to be heavily weighted with the big biotechs.

To: Allen Furlan who wrote (12219)	3/29/2001 5:45:51 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78601

Little early on ldp. Love their business model and unless there are shenanigans in their insurance operation IMO this one will be a two or three bagger in 2 years from present price of 4.6. Added a little today and will pick up another 3 or 4 hundred shares every 3-4 weeks over the next many months. For those who are vulture investors, look at vert. The company seems to have good partnering instincts. I added 600 shares at 1.66 today and sold 20 Jan 03 10 calls at .5 for net cost of zero. Strategy will be to add slowly to shares if price should rise above 5. Obviously no downside risk except for holding costs and very little upside risk unless buyout occurs( a cold day in H). For arbitrage investors I still think bche may work out.