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To: Spekulatius who wrote (19529)8/14/2004 12:01:39 PM
From: Spekulatius  Read Replies (1) | Respond to of 78601
 
Portfolio update - ABC, ADGO, CCBL Via.b
I sold my position in ABC , taking a 5% loss after the recent announcement. Many analyst were right to predict that the drug distribution business is under pressure.

Proceeds went into more Via.b and a starter position in Dale bakers pick of CCBL. I also added to ADGO with recent weakness.



To: Spekulatius who wrote (19529)11/12/2004 12:49:16 AM
From: Spekulatius  Read Replies (1) | Respond to of 78601
 
re ADGO.OB
decent quarter for ADGO. Revenues up in the mid single digits. Results were breakeven compared to -0.02$ last year. 0.18$ earnings for 9 month, 14M$ in net cash. This stock is easily worth 2$, now trading at 1.25$

sec.gov


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