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

To: Spekulatius who wrote (19387)7/7/2004 1:20:39 AM
From: Spekulatius  Read Replies (2) | Respond to of 78516
 
Added to my loosing position in ViaB - ViaB trades at the lower end of its historical multiples. Fairly good balance sheet and ad recovery and strong cable channel performance should power results going forward.

FWIW: I bought back a small trading position in AMAT.



To: Spekulatius who wrote (19387)7/11/2004 1:44:12 PM
From: Paul Senior  Read Replies (3) | Respond to of 78516
 
Thanks for the WPI post & update, Spekulatius.

I'm considering starting an exploratory position - and for the reasons you mention.

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Guess I should have cut back my HUM position when stock was higher late '03, early '04, but I didn't. I did add more in May as stock dropped.

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Have trimmed NVS a bit.

Have taken some losses on Cardinal, but still own a few shares. Holding MCK and ABC.

finance.yahoo.com


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