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


To: Steve168 who wrote (16685)3/25/2003 9:33:39 PM
From: Paul Senior  Read Replies (1) | Respond to of 78624
 
ALVR: All the Israeli tech stocks I see are down substantially. Several seem to be below cash value. I continue to hold ALVR in a well-diversified portfolio. (Not that a diversified portfolio has protected me in this market.)

Paul Senior
Just advising caution here. OTOH, I'm no expert on ALVR or Israeli stocks. (And I regret not buying Israeli pharmas when they were much lower (e.g. TEVA).)



To: Steve168 who wrote (16685)3/30/2003 3:51:33 AM
From: MCsweet  Read Replies (1) | Respond to of 78624
 
ALVR

Barron's interview with Robert Chapman this weekend recommended ALVR (due to stock buyback and discount to cash) and CYSV (due to stock discount). I own a little of both.

MC