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

To: Spekulatius who wrote (17827)	10/7/2003 1:35:17 AM
From: Lazarus	Respond to of 78749

gosh.... i remember buying a 50k share block of TVIN at .05 about 4 years ago. i was out in the 20 to 30 cent range though. Lazarus

To: Spekulatius who wrote (17827)	10/14/2003 9:06:41 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78749

Portfolio update -APC I overcame my reservations regarding APC and bought 1/2 position today. APC has underperformed and I hope that the valuation will catch up with its peers. JNJ had a very good quarter, the coated stents were doing better than expected, I will add to my position if there is weakness.

To: Spekulatius who wrote (17827)	10/16/2003 10:15:56 AM
From: Paul Senior	Read Replies (4) \| Respond to of 78749

In addition to ABC, I like CAH at current price. I've taken a small CAH position. DO looks like it might be at cyclical lows and basing. Dividend was cut today, and stock hasn't reacted too badly. Because of that cut though, I'll sell & take my lumps on the very small exploratory position I've held. finance.yahoo.com

To: Spekulatius who wrote (17827)	10/29/2003 9:13:54 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78749

Sold TVIN today @1.48 into the surge. Really strange tape action with this one. I guess there must be plenty of crackheads playing the penny stock russian roulette casino again. This stock seems cheap fundamentally but why a surge of 25% in just 2 hours is beyond me.