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


To: Allen Furlan who wrote (13397)12/1/2001 5:35:44 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78536
 
Purchased CVS yesterday at 26.87. Still holding ALL and NBR. Sold CMO (not a large position) Wednesday. Sold SYMC Monday - despite a lot of heart burn, it was good to me twice.
Looking at VVR (a closed end bond equivalent fund) in the belief that interest rates will back up, perhaps significantly. In the same vein, am vaguely considering shorting zero coupons.
Good trading to all!



To: Allen Furlan who wrote (13397)12/3/2001 12:28:22 AM
From: Bob Rudd  Respond to of 78536
 
Allen: The only thing I like about the chart is support around 20. Definitely not typical utility. Despite the low multiples, it's sufficiently complex that I'm nervous about the story...their's room for uglies to hide....it shall probably remain a small position.
Note to thread: I got caught in the AT&T @home shutdoown and am struggling by with netzero...so I might be a bit slow responding.