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


To: Paul Senior who wrote (17679)9/10/2003 12:05:13 PM
From: Tapcon  Respond to of 78495
 
<Agree w/you guys, & I completed survey form>
Same here! I HATE the changes...More clicks to get what I want. Sent my feedback in same day. Glad to hear others are also responding.

Paul, Grommit and Brinks, thanks for the feedback on ACAS.
(Brinks, I've got to do more digging on the link...it had expired. But thanks for the lead.)



To: Paul Senior who wrote (17679)9/10/2003 1:52:43 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78495
 
I'll ask yet another mutual fund question. Not that these questions make me popular on Value Investing thread. :-))))

I am thinking of putting a little amount of money into Asia (India/China) mutual fund. Would prefer no-load, low turnover, value minded fund. Probably not closed-end fund, but I am open on this. I know TDF a bit, but no other funds. Anyone has any good suggestions?

I am aware that everything has run up a lot since Spring as it has in US. So it may not be the best time to invest. However, I would do dollar-cost averaging. That's why I would prefer regular fund vs. closed end fund.

Thanks

Jurgis



To: Paul Senior who wrote (17679)9/18/2003 10:56:58 AM
From: Steve168  Respond to of 78495
 
Sold all DUSA
I bought about 30,000 shares DUSA starting at $2.25, the majority was bought in $2.5-3 range. I am a value investor and bought it because it was trading under cash value with no debt, the product seems to have some reasonably positive prospect.
I started selling under $3. I sold the remaining in the last two weeks because I really don't like the fact that some people know the FDA approval a week before the news was public, and traded/pushed the shares from $2.6 to $4.7 in two days. The news was out 4 days after that move.

I am an investor with no connection with the company or FDA at all. I felt disadvantaged investing in DUSA. It may continue to go up (I sold many stocks early in the rally) but I have LOST my confidence in it. When there is bad news in the future, the insiders will unload way before public investors, stock will go down from 4.7 to 2.6 in two days, and the bad news is 4 days after.

DUSA still has no meaningful steady revenue stream, now a lot of expectation is already in the price and it is a lot more risky than my purchase at $2.25-3.

I am moving my money to some better tech stocks with sequentially growing revenue, and turned profitable in the past 4 Qs.

Good luck to you all, sold or still holding DUSA.