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


To: jeffbas who wrote (18468)1/16/2004 7:27:14 PM
From: Paul Senior  Read Replies (1) | Respond to of 78702
 
jeffrey bash, thanks for the assist. Your posts on the subject much appreciated!

These electronics distributors do seem to have come back. (AGYS (PIOS) which - if I recall correctly was not among your favorites - I sold when it moved up to $10; it's continued its move upward as well- now close to $13.)

I'm still a holder the majors, AVT and ARW. Maybe this time I'll listen closer if/when you call a sell, and maybe that way get myself out near the top and off of the up/down/up/down cycle with these stocks. -g-

finance.yahoo.com



To: jeffbas who wrote (18468)1/16/2004 11:13:25 PM
From: Steve168  Read Replies (2) | Respond to of 78702
 
SEMI is up 70% since added to the double portfolio? :-)

I guess it could very well be related to this board.

It is only trading around 100K shares a day so it could retreat pretty fast once the market topped out. It may very well go up a lot before that though. Good luck to all.