Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: sjemmeri who wrote (18874)	3/16/2004 10:53:23 PM
From: Madharry	Respond to of 78476

Ouch my profits continuing to evaporate- now down to 4.2%. I bought more MAXY and NRGN- biotechs with good partnership agreements selling at a relatively low multiple of bv and cash.

To: sjemmeri who wrote (18874)	3/18/2004 4:13:21 PM
From: sjemmeri	Read Replies (1) \| Respond to of 78476

Some buying for me this a.m.: doubled down on HLSH (initial position was modest size), back in CAKE (at small discount to sale), bought some JCOM (a GARPish communications co.), bought some FARO for the first time, and a small spec position in BKYI (microcap biometric that is projecting big jump in sales for this year). Likely only HLSH could qualify as a 'true' value stock. I'm feeling less need to hold lots of cash now that the indices have pulled back some.