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

To: Spekulatius who wrote (20485)1/19/2005 10:35:42 PM
From: Spekulatius  Read Replies (1) | Respond to of 78652
 
Bad news from EBAY QCOM and the like. It looks like folks willing to go into tech are getting a chance to average in. I mentioned already my two semi plays OIIM and ISIL, I intend to average down in them if stocks are cooperating <g> and i don't find more attractive investments. A (Agilent) is another one i am looking at. Also not that cheap yet, but with a nice balance sheet and free cash flow, at around 20$ i would take a fist chunk.



To: Spekulatius who wrote (20485)2/4/2005 11:46:20 PM
From: Spekulatius  Respond to of 78652
 
Sold 1/2 of my OIIM, USLM and ISIL for a trade in my IRA. TPE is gone as well - the stock may have further legs if history is any guide but i made some easy money and leave it at that. I consider adding to my losing position in UVN on further weakness to reinvest some funds.

Overall, my portfolio has performed nicely this year, no reason to complain.


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