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

To: sjemmeri who wrote (19298)	6/17/2004 2:09:42 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78958

Steve and all, I still hold both NTZ and PEP that I nominated to the portfolios. My opinion about them did not change although I think that PEP may be a bit pricey. Jurgis

To: sjemmeri who wrote (19298)	6/17/2004 9:08:55 PM
From: Spekulatius	Respond to of 78958

My picks MCK and MEDI. I don't own either stock at the moment. I switched from MCK to ABC because their earnings/cash flow seemed better - I still own this stock. I sold MEDI for a small profit.I plan on buying back some shares at around 23$ as I still like the LT outlook.

To: sjemmeri who wrote (19298)	6/18/2004 6:24:26 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78958

My safe pick of MRO I still own and it has done nicely. I have no intention of selling. My pick for a double, WSCI, is currently underwater. I still own it and expect the earnings release at the end of this month to put it nicely into the green. In selecting which one company to enter for this list, WSCI was a coin toss (in my mind) with PMSI. PMSI would be my current selection. PMSI is currently my largest holding and the largest percentage-of-total portfolio allocation I have ever had in one company. Prior to this, TRCI was my largest single company allocation and it was quite rewarding in that position. I am hopeful that I can say similar things about PMSI. So far the return on investment dollar for PMSI as a holding is 22.6%, if I'm correct in my reads of the financials, the technicals and the business model, this company could well double from here in the next year. Time will remove the mystery. Timba

To: sjemmeri who wrote (19298)	6/19/2004 4:27:31 PM
From: Area51	Respond to of 78958

mid year portfolio updates: My safe pick was TMR and I would still buy it here. I still think it will be over $10 by Q1 2005.(http://www.siliconinvestor.com/readmsg.aspx?msgid=19913958). My high risk, high reward pick was CORV and I am still holding (The bounce to around $3 early in the year was overdone and I should have cashed out there). My honorable mention high risk\ high reward was SATC and I sold earlier this year at 2.80. Now that it has come back to $2.15 I think it is interesting again. However the chart looks lower so I will likely wait until after the Q2 earnings release to see if it is still progressing. For Q1 2004 they cut the operating loss from $5 million in 2003 to $1 million in 2004, and if they can continue the trend it still has double potential. If I had to buy another stock today to replace it I would take AGEN (Antigentics), as it is at long term support and could put in an ELN type performance if Oncophage trial results are positive.