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

To: Paul Senior who wrote (17947)	10/29/2003 7:38:14 PM
From: Sergio H	Read Replies (1) \| Respond to of 78464

Paul, PAL took off to new highs in tandem with other metal plays. There were news stories today on gold's strengh vs the dollar's weakness and shortages in copper and nickel that sparked the metal rally. Palladium prices are still at relative historical lows and therefore have a potential for price growth if the rally continues, but Palladium's price advantage over Platinum should continue to benefit Palladium miners On another topic, I doubled my position on CRV. This is a small cap in the motor home niche with improving numbers. They're generating cash and buying back shares. There's a yahoo post about an exclusive deal with Wells Fargo that hasn't been announced. This could be a kicker if true, but what I like most about this stock is the improving balance sheet. Quarterly earnings for CRV are coming up.

To: Paul Senior who wrote (17947)	10/31/2003 8:27:24 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78464

Re JNJ and other drug stocks - It seems that i have been a little to fast to sell my JNJ position, its up 2% from where I sold. Still the stent new is worrysome and together with the other negatives (erosion of Procrit sales due to competition with Amgen), excellent stent testing results from BSX i decided that enough is enough. I will watch for more news and possibly build a position again. I see that MRK is doing badly, it finally is common knowledge that MRK has problem due to patent expiration and thin pipeline. They have only 3 drugs or so in PhIII which is abysmal for a drug company of MRK's size. I would still avoid this stock at current prices (44$).