Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (5971)	1/2/2002 3:45:51 PM
From: Paul Shread	Read Replies (1) \| Respond to of 36161

Many thanks, Iso. Bought MRK, PFE, AEP, D and WM at Monday's close for a value portfolio I've been doing for a couple of years. Returned 43% in 2000 and 35% in 2001, not including dividends. Don't think it will do as well this year, but I think it will beat the Dow and S&P again. It sure is interesting that few growth stocks are showing up as values in the S&P right now. Bought only half positions; clearly I should have bought the other half this morning. -g- The 2000 list was MO, DCN, WM and TOY; the 2001 list was DELL, SPLS, TXT, NWL and MSFT. Did not add to EPEX when it was hanging around 5 earlier. Blew that one. Best, Paul