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

To: Paul Senior who wrote (12369)4/20/2001 8:58:55 PM
From: Madharry  Respond to of 78958
 
I have repurchased a position in CEGE. I believe the risk/reward ratio is now favorable, and the technicals are looking better as well. Besides I wanted to own a stock with a price of over $10 in my porfolio. It is close to being a freebie. it has about $250MM in cash and 8.95 million shares of ABGX ($32). Market cap is $530MM. Of course it will continue to lose money for several years as it develops its drugs.



To: Paul Senior who wrote (12369)4/20/2001 9:35:41 PM
From: Keith J  Respond to of 78958
 
Paul, my "value" picks at the time being include: HERBB, IDT, and XTO. More speculative, but higher potential upside is MXM.

KJ



To: Paul Senior who wrote (12369)4/26/2001 2:52:50 PM
From: Grommit  Read Replies (2) | Respond to of 78958
 
housing --

Paul, I bought back some housing a week or so ago. I got my WBB under $30 -- for about what I sold it for. And I got SPF back in the $17+ area after a very nice drop.

bought ROAD and SLR during the month too.

grommit


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