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

To: Bob Rudd who wrote (13092)9/26/2001 5:25:31 PM
From: Bob Rudd  Respond to of 78653
 
Added to IVX today @19.35. Upbeat CC indicated that the shipping problem referred to in thier PR has A)Been resolved & B) Recieved too much emphasis vs the big picture which remains bright. They indicated a revenue rate higher than that which Merrill based it's estimate on. on the negative side, they're not providing firm guidance for 01 ro 02 and Merrill kept a neutral after the CC...perhaps out of embarrassment. IVX CB owns a ton of it and they bought back shares during the dip.



To: Bob Rudd who wrote (13092)1/23/2006 3:21:40 PM
From: Bob Rudd  Read Replies (2) | Respond to of 78653
 
Sold IVX @30.75 [Cost 18.54] in front of acquistion by TEVA. Conisdered rolling into TEVA, which is very well run, but looks a bit ahead of itself. Will consider buying TEVA if it comes in a bit. Besides selling and considering the TEVA buy from a new position basis provides clearer perspective than viewing it as an owner.


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