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


To: Spekulatius who wrote (20683)2/17/2005 10:13:44 PM
From: Spekulatius  Read Replies (1) | Respond to of 78667
 
Portfolio reshuffling - USLM, MSFT, ARDI
Sold USLM yesterday (ouch),bought MSFT and ARDI. ARDI was brought to my attention by a poster in Bosco's and Crossy thread. ARDI appears to be in an interesting market (vehicle tracking) with large potential. Valuation is pretty reasonable:

finance.yahoo.com



To: Spekulatius who wrote (20683)2/18/2005 2:51:39 AM
From: Paul Senior  Read Replies (1) | Respond to of 78667
 
Spekulatius. Re MSFT. Fwiw, I'm still holding a position purchased 2/13/04 @ $26.95. That stock's not been good to me, although I did capture last year's dividend.