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

To: Spekulatius who wrote (19256)	6/7/2004 10:16:59 AM
From: Rock	Read Replies (1) \| Respond to of 78568

Spek, Since your posts, I have looking at the Brazilian wireless providers (TSU, TND, etc.). They took a hit recently, which seemed to be mostly the drop of the Real vs. the $. Anyway, I find the businesses to be attractive from a valuation perspective but have little read on the currency issue. With your focus there, what's your view of the currency risk? Any new thoughts on the businesses? Thanks.

To: Spekulatius who wrote (19256)	6/7/2004 7:48:18 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78568

OT: Fwiw Spekulatius, I started an exploratory position in AMGN. I know you haven't been scared off from buying some of the pharmaceuticals; perhaps AMGN might hold some interest for you (and/or others).

To: Spekulatius who wrote (19256)	6/7/2004 9:30:13 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78568

Portfolio update - sold 1/2 of BDK Sold 1/2 of my position in BDK on this very strong day. Profit taking for a stock near it's high. I might buy back if the stock retreats.