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

To: sjemmeri who wrote (13091)9/20/2001 4:07:01 PM
From: Bob Rudd  Read Replies (2) | Respond to of 78655
 
Back in to IVX [Last sold @34] Merrill lowered est to 1.01 & 1.15 after they announced a shipping disruption would hurt generic taxol sales. 16x 02 looks like a thumping discount to the group. Been spectacularly wrong before, but this looks like a good chance for 50+% in a year or so. A key to the story is a shift in the mix from generic to proprietary.



To: sjemmeri who wrote (13091)9/20/2001 4:27:26 PM
From: Jurgis Bekepuris  Respond to of 78655
 
Steven,

I'm holding MSFT. DIS looks too expensive for me
with their ROE dropping down the drain for the last
5 years. Any comments on that?

No opinion on PALM.

As I said in Buffetology thread, I bought JNY and looking
to buy ANF + GPS.

Jurgis


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