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

To: Paul Senior who wrote (19806)	10/8/2004 5:24:35 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78597

Speaking of Sales - portfolio update: AUO at a loss, trimmed MLNM and BDK (profitable) AUO and MLNM still interesting and maybe buying back at lower stock prices, which seems to be occuring now. Holding: NSRGY, Viab, BDK, APC, PCZ, PRE, AMGN,AMAT, OVTI, PRCP, PFE, WPI, HUM, NOK and recent buys AVZ, PFE. Also holding positions in microcaps ADGO.OB (inexpensive golf equipment, very low valuation), DFNS.OB (bullet proof vests, nice ticker symbol), USLM (lime, mineral royalties) Rather, I'd prefer that each stock I mention stand on its own and not have anybody weigh whether my past record or posts should influence their decisions or opinions about the stock. I very much second that.

To: Paul Senior who wrote (19806)	10/8/2004 7:14:53 PM
From: John Carragher	Respond to of 78597

i sold on Wed. mhr. cost was $6.94... holding none. it was in my cash account.. non ira and used for realestate tax payment. also sold chk. and took profits. stocks may move a lot further then we may see a pull back if oil shows up on market. It must be two or three weeks since we have seen a pipeline explode in Iraq. if Nigeria strike doesn't go off and gulf comes up.. and russia is pumping big time at least last month they pumped as much as Saudi per one head talker the other day. this oil got to be going some place. then we got our gov. holdings, no reason they cannot release more oil on loan like they already have to two oil companies.. In the industry they call it an exchange .. usually one company will let another have oil and they pay back at later date , to same location or different location and points are added for transportation costs plus some accounting costs and very small profit margin. So i sold perhaps way too early.. i sold in december last year natural gas stocks and it was a very wrong thing to do. oh, bought some armhy thinking it has bottom.. that was tues and has dropped since.

To: Paul Senior who wrote (19806)	10/9/2004 11:38:59 AM
From: mike.com	Read Replies (1) \| Respond to of 78597

Wait, you criticized Madharry for owning OPTV because they have no earnings but yet you bought SIRI at $1.35? Won't it be years before SIRI has earnings, if at all? OPTV's last report showed a growth of 21% and it's hard to find that kind of growth anywhere anymore. Continued growth like that will make them cash flow positive sometime next year. And they do have quite a bit of cash left and expenses have been cut. I'm a long time holder and plan to continue holding until they turn a profit. The stock should be considerably higher if they do.