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

To: Wallace Rivers who wrote (19204)5/10/2004 8:34:10 PM
From: Paul Senior  Respond to of 78595
 
I still have an underwater position in MSFT. I expect I'll continue to hold it, as I see no fundamental reason for selling now. (I don't consider a drop in share price apparently due to the general market decline, to be a fundamental reason.)



To: Wallace Rivers who wrote (19204)5/10/2004 8:44:18 PM
From: Paul Senior  Respond to of 78595
 
Wallace Rivers or others considering apt. reits: you might also want to look at UDR. Wonderful history of increasing dividends and good history of growth.

Paul Senior
I have a position.



To: Wallace Rivers who wrote (19204)8/30/2004 11:03:45 PM
From: Spekulatius  Read Replies (1) | Respond to of 78595
 
I bough a 1/2 position in NOK. Blue chip with well know problems - market share losses and lower margins. I think they will recover however. The company has missed the clamshell and the picture phone trends but still is the leader in software. I think that the transition to 3G will be a plus for all cellphone hardware vendors and in particular NOK.


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