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

To: Madharry who wrote (19392)	7/9/2004 12:08:10 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78565

You still like NRGN? They never got anything past Phase II so far - this must be more than just bad luck. I wouldook at NPSP and MLNM for biotech buys right now.

To: Madharry who wrote (19392)	7/9/2004 1:34:25 AM
From: Paul Senior	Respond to of 78565

NRGN and ICOS are just too expensive for me based on financials I see. They might do very well on their business prospects, but that is something I'm not capable of foreseeing. I hold a losing position in AUO; I added a bit recently to my small TNT position.

To: Madharry who wrote (19392)	11/23/2004 11:54:03 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78565

Madharry, fwiw, I'll add a few shares now to my very small position in Brazilian oil company, PZE. I am going on the assumption that sometimes regional oil companies can be temporarily undervalued relative to their larger transnational competitors. Though I offer no facts to support that this assumption is so, or that it applies now to PZE. (PZE itself, though small, does operate transnationally.) Just that PZE stock doesn't seem to have made the good up moves that we've seen with so many other oil stocks recently. As regards the region: I still own PBRA; I may start up a little of the common (PBR). finance.yahoo.com