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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Steve168 who wrote (17654)	9/3/2003 7:37:06 AM
From: Grommit	Read Replies (3) \| Respond to of 78478

what to do at this stage of the market... I think you need to analyze what to do based on a micro-stockmarket point of view. As been written about many times, if you have any faith in stock picking, buy undervalued companies and wait. I for one, think it's time to take some money off the table in certain companies. CVS for one. And it's almost time to get my money back on Kroger and SVU. And there are others. finance.yahoo.com (Paul, I bet you have a hundred companies that are getting itchy over.) But, like so many posting here, I'm having problems reinvesting. I have 50 stocks in my non-reit portfolio, and could just add to them, but I'm already over-invested in the best of those. I get ideas here occasionally, but not as frequent as they used to be. I think I like slightly larger cap and more well established companies than a lot of the picks posted here... These are the companies that I wished I'd owned, but could never buy a few years ago when they were ridiculously overpriced. I own a lot of them now, and many are just overpriced as opposed to ridiculously overpriced. Happy I own them now, but what to do about those that need to be sold... Only finding "fair stocks" nowadays, not "undervalued stocks". sigh If some of you could post your best 2 or 3 picks now to refresh our memory and stimulate another look, I'd appreciate it. grommit OT - good story: kansascity.com

To: Steve168 who wrote (17654)	9/8/2003 2:29:45 AM
From: Steve168	Respond to of 78478

DUSA, one of my large holdings based on low price/cash approach got a jump lately, up to $4.7 last week. My initial buying was around $2.25, added more on the way up to $3. It had $3.4 in cash with no debt, positive 12 month earning, a FDA approved drug when I bought it couple months ago. The jump last week was weird, there is still no news after the 60% move couple days ago. Something is going on, likely on the good side. Problem is those below cash plays vanished in the past couple months, many moved up 50-100%. PCYC was my last buy around $4.5 (I posted here many times), it is still below cash now. The chart looks promising and ready to pop up any day now...