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

To: Steve168 who wrote (17150)	6/6/2003 12:04:33 AM
From: Steve168	Read Replies (1) \| Respond to of 78507

The discount-to-cash play is gaining momentum, many are rapidly approaching/surpassing cash value. My recommendation VICL is doing great, 23% in less than a week. I do have another great value stock brewing - a biotech having a FDA approved drug and pipeline, profitable for the past year, trading at 2.8 while cash at 3.8 with no debt. It broke out to a new 52-week high today and will probably shoot up faster. I don't want to give out ideas like that for free, trying to see if I can co-author an article with some well-known authors. If you know some guy who is interested in publishing my ideas, please send me a private message with your email. I would gladly send you the idea as a thank you gift. Steve - 130% gain in past 2 years by value investing.

To: Steve168 who wrote (17150)	6/10/2003 12:23:23 PM
From: Mr. Sunshine	Read Replies (1) \| Respond to of 78507

Steve, Good job on Vical! I will opine, however, that its rise is in tandem with the biotech sector as a whole and the cancer research stocks (largely due to Imclone's recent announcement) specifically rather than investors seeing it as a value play. Do not get me wrong, I invest in both value and growth companies, and have come close to investing in Vical several times. I just would not call it a value stock when the burn rate (net loss) is so high. It is all sematics, however. Value or growth, when you are making money it is a good thing! Congratulations! Steve