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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (4053)	12/29/2003 1:59:14 PM
From: Ken W	Read Replies (2) \| Respond to of 23958

Sergio You can dump FORG and replace with PACW if you want. I'm tired of the company's BS anyway. LOL What's the catalyst on PACW?? If we can find room I'd like to put CYAN on the folio at 1.50...With Japan beginning to limit imports of beef from the US and CAN, I've a feeling that they are going to increase fish comsumption. They are CYAN's largest buyer for the pigmentation of fish flesh natrual additive from their mircoalgae source. Ken

To: Sergio H who wrote (4053)	12/29/2003 4:18:48 PM
From: JoeinIowa	Read Replies (3) \| Respond to of 23958

Sergio, The HIV approval was one of the catalysts for the company when I first bought them about 9 months ago. At this point after todays huge move I don't have a problem booking the gain. They have been a member of my 20/20/20 club for a while and proved why that is a good thing(PE under 20, revenue and earnings growth over 20). I am also willing to let go of CRV as they have had a nice run and I seem to have many of the portfolios stock selections and new blood is always welcome. Joe