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

To: Spekulatius who wrote (18890)	3/17/2004 5:26:49 PM
From: - with a K	Read Replies (1) \| Respond to of 78520

Spek, I actually sold my STHLY in order to buy NT yesterday. As Timba would say, I'm not sure if this was a hunch or an emotion, but it seemed liked the right thing at the time. It looked to me like NT was unfairly punished. I was uncomfortable with STHLY's chart and rationalized that it was still working off some of that run-up in Jan. Still like the company and will look for a reentry point. stockcharts.com[h,a]daclyiay[db][pc20!b50!f][vc60][iut!Ub14!Lc20]&pref=G I also bought EPP, a "large blend" ETF with a small yield matching the Australia, Hong Kong, New Zealand, and Singapore markets, get some exposure there. I liked the top three holdings (banks, materials, real estate) and thought the chart looked attractive. Perhaps embarrassing to admit myself, but I bought PXP today on the upgrade, albeit with little DD and lots of emotion. ;>) PXP has been mentioned on the Big Dog and Dale Baker's threads. finance.yahoo.com I added to RRI today after letting emotions get the best of me yesterday and selling some. Delimma indeed! I re-entered TVIN.OB today after getting out near the top Feb 5. Note this is a BB company and is thinly traded. I liked the ST chart on the move from support and increased international sales. stockcharts.com[h,a]daclyiay[db][pc20!b50!f][vc60][iut!Ub14!Lc20]&pref=G GLENN DALE, Md., Mar 3, 2004 (BUSINESS WIRE) -- TVI Corporation (TVIN), a leading supplier of rapid deployment shelters and chemical/biological decontamination systems for the military, public health, and first response agencies, today announced a $1.2 million order for decontamination systems from Emergency Management Australia, the emergency management division of Australia's Attorney Generals Department. The order provides Australia with fully configured decontamination systems for its hospitals and emergency response professionals. These emergency response systems include decontamination shelters with the patented TVI articulating frame, completely equipped with all accessories including the new IntelliJet(TM) Nozzle. And I admit to emotions preventing me from not adding to my WRLD here, down 20% in 4 weeks. If I truthfully answered Timba's questions "Has the business model changed for the worse since you bought the company?" and "Has the profitability level declined?" the answer (to me) would be "no." Yet, my emotions get in the way and I say no one else on this esteemed board (other than Paul -vbg) agree with the wisdom of my pick so I'm reluctant to add here. finance.yahoo.com emotionally yours, - K

To: Spekulatius who wrote (18890)	3/18/2004 9:55:18 AM
From: Spekulatius	Respond to of 78520

Portfolio update - bought ABT, DHB sold TRGL ABT@42.25. Stock has come done to very reasonable valuation metrics, despite good news recently: finance.yahoo.com + PE about 16.5 + Humira product launch successful + Compliance issues with Diagnostic division fixed + Stock has support in 38-40$ range DHB @ 5.3$, Producer of bulletproof vests and body armor. Very controversial stock and may just be a trading position. SEC investigation for related party transaction. Huge growth, but management absolutely screws shareholders. I say, get rid of them. TRGL@5.36$. Interesting stock with huge following on SI. Undervalued on Net asset value basis. My big concern is that the next earnings will show a lows due to the US royalties missing from the bottom line. We will see.