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

To: Paul Senior who wrote (15561)	10/4/2002 8:53:31 AM
From: Bob Rudd	Respond to of 79123

Paul: <<chose to add to my losing position in BAX over my losing SGP>>Excellent choice, based on today's ugly warning from SGP: 10/4/02 7:11AM Schering-Plough guides 2002/03 below consensus (SGP) 17.64: Company expects Q3 earnings to range from $0.28 to $0.29 (Multex consensus $0.35); sees full yr 2002 earnings approx flat with yr-ago's $1.58 (consensus $1.62). For 2003, co sees earnings of $1.00-$1.15 (Multex consensus $1.42). Key takeaway for me is relearning the old lesson that when a stock moves significantly on 'no news' there is news, just not available to the unwashed masses.