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


To: Spekulatius who wrote (18015)11/5/2003 3:23:46 PM
From: Paul Senior  Respond to of 78758
 
Speculatius: I'm still holding and looking to add to NVS.

I've seen no additional bad news coming from JNJ stent issue. No downgrades, no lawsuits (yet). I'm considering re-entering here for a very small amt.

Added just a bit today to very small exploratory position in AIG. Historical performance record, their Asian opportunities, and current price beckon me. Too bad I wasn't so attracted when I considered the stock when it was about 16 points lower.

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