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

To: Spekulatius who wrote (17501)	8/2/2003 12:24:47 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78476

Thanks for the update. JNJ does seem to be worth looking at at current price. I'm watching NHY, trying to determine if now is time to be selling some.

To: Spekulatius who wrote (17501)	8/4/2003 11:16:17 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

Spekulatius: okay, agree with your analysis regarding JNJ. Have started a tiny amt. today and will also add more on further weakness. I'm considering adding also to small MRK position. It'd be averaging up for me-- something that's hard for me to do here. You weren't a fan of MRK as a value play a couple of months ago. Is your opinion the same now, given MRK's current price? Also have NVS, which I own, on watch list to add more. Paul Senior (Comments welcome from others here too who may be following these or other pharma's.)

To: Spekulatius who wrote (17501)	8/5/2003 4:34:35 PM
From: Wallace Rivers	Respond to of 78476

Bought JNJ today at 49.82 As I stated before, a blue chip market leader on the (relative) cheap IMHO. 1.9% yield, rock solid financials. Couldn't get my enthusiasm up for WLM with the round of funky new financing. Will start looking at COST again. Still am very bullish on UIC, may add more. Last Q's report was excellent, I think they are in a great space.

To: Spekulatius who wrote (17501)	9/25/2003 10:57:48 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78476

Portfolio update - Still holding the consumer stocks NSRGY and UL,and CHL the Chinese mobil phone service giant. Added GRT_Pf, Grommits find with a 8.8% yield. I intended to add to JNJ but since BSX came out with great data on their drug coated stents, i am a little bit cautious but still would add if the stock falls to 45$ or thereabouts. I sold my position in NRGN at a decent profit. I am still looking to add to pharma stocks, preferably NVS or with a little less enthusiasm PFE is they hit my target prices. APC does not look that cheap to me any more after i looked at the financials but it still may be a good takeover play. Some small cap stocks that I am watching: KEG (oil service), TALK (a small telecom featured in Motley fool) and MYGN a biotech at its lows. Also interested in TLM_pa Overall I am not eager to jump in. It looks like the broad markets and especially the techies are heading down and so i think there is a good chance to get better entry prices soon. I am roughly 75% in cash right now.