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

To: sjemmeri who wrote (18488)	1/22/2004 10:52:19 AM
From: sjemmeri	Read Replies (1) \| Respond to of 78507

I sold the rest of my WBR this a.m. I don't believe its overvalued here but it could pullback significantly on upcoming earnings if they don't have particularly good news. Also, I doubled my FTST position. Super cheap on a PS basis and they have at least one large activist shareholder who seems likely to push for a sale of the company. ps The 'double' portfolio has its first double - at least on an intraday basis - WBR. steve