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

To: Spekulatius who wrote (18518)	1/23/2004 8:36:03 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78959

Portfolio update ADG, MCK Solf MCK at 30,25$ due to weak earnings. Earnings are weak but better than headlines if one takes into account the charges. I expect however brokers to Downgrade the stock and subsequently NR pressure on the stock. I still like the valuation of the distributors ABC and MCK and plan a enter a position in both. ADG @ 20.91$- very timely entry at todays low :-). Cheapest defense stock all around. Good balance sheet but erratic order flow. The security part seems to gain traction and may surprise at the upside.