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Strategies & Market Trends : Strictly Buy and Sell Set Ups -- Ignore unavailable to you. Want to Upgrade?

To: - with a K who wrote (2385)	3/1/2005 1:04:05 PM
From: - with a K	Read Replies (2) \| Respond to of 13449

February results, in the wonderful tradition established by Sir Dabum, and in the interest of full disclosure. Here are the positions I sold in February that were mentioned here and elsewhere. (Sorry about the formatting; don't know how to post a table correctly, but it looks fine in the "edit" mode!) bot date sold date result time held TRLG $8.22 1/13 $10.06 2/28 22.38% 6 weeks TRLG $5.30 12/15 $10.06 2/28 89.81% 10 weeks KMG $59.97 1/21 $69.85 2/17 16.47% 3.5 weeks XLE $36.90 1/24 $43.26 2/28 17.24% 4.5 weeks IACI $23.42 1/25 $22.59 2/17 -3.54% 3 weeks CHS $50.15 1/25 $57.02 2/22 13.70% 4 weeks EEM $195.35 1/25 $210.63 2/17 7.82% 3 weeks AEOS $47.87 1/25 $52.59 2/17 9.87% 3 weeks ANF $49.98 1/27 $55.27 2/8 10.58% 2 weeks PTEN $22.67 2/17 $24.30 2/24 7.19% 1 week PTEN $22.67 2/17 $24.80 2/28 9.40% 11 days ARRS $6.54 2/17 $6.34 2/22 -3.06% 5 days SSL $23.78 2/23 $24.02 2/24 1.01% 1 day I finished the month up 5.6%, which feels good. My style is longer term holds, of maybe I'm just too slow to act! ;>) For positions I plan to hold more than a few weeks I use fundamental analysis and lots of DD . Doing better at writing down a plan, tracking positions, and establishing a selling discipline. Dabum has taught this dog well; many thanks! Yet I wince when I reduce the little apparel engine that could, TRLG, after two days of selling, and then it pops 14% the very next day on a bullish report. biz.yahoo.com Such timing I have! But I can take comfort in my gains and the fact that TRLG is my 4th largest position, at 5.3% of the portfolio. (Cash is 16%) Open positions discussed here include: EZA, hit new high of $83 and pulled back to what I hope is support, the prior high of $80. IPXL, down .53% Willing to hold for possible acquisition. WFR, up 9.8%. Holding because it cleared prior tops of $12.4x and is flirting with setting new highs of $13.5x. MACD fuel cells have turned up nicely. CTIC, down 4.8%. Qtrly report didn't have a lot to celebrate about IMO, but I'm willing to hold for trial results in a few weeks. A speculative biotech working on cancer treatments in my hometown, CTIC has its own thread on SI with some very smart people. finance.yahoo.com

To: - with a K who wrote (2385)	3/4/2005 10:16:18 AM
From: - with a K	Respond to of 13449

IPXL gapped up on last night's news, and has pulled back slightly. Should be telling if it closes above recent high of $18.09. I added here. stockcharts.com[h,a]daclyiay[pc21!d10,1!f][vc60][iut!Lg!Lah12,26,9]&pref=G Impax shares could fetch $26 in takeover-report Thu Mar 3, 2005 07:56 PM ET NEW YORK, March 3 (Reuters) - Generic drug-maker Impax Laboratories Inc. (IPXL.O: Quote, Profile, Research) could fetch $26 a share in a takeover, BusinessWeek reported in its "Inside Wall Street" column, citing a money manager and an investment banker. IPXL: Launches Generic Version of OxyContin [delayed] 8:12 p.m. 03/03/2005 Ridgeland, MS, MAR 03, 2005 (EventX/Knobias.com via COMTEX) -- IMPAX Laboratories, Inc. (IPXL) has begun commercial distribution of its generic version of OxyContin(R) (Oxycodone Hydrochloride) Controlled Release 80 mg Tablets. The product is being sold under the Global label and marketed by IMPAX's Global Pharmaceuticals division. The U.S. Food and Drug Administration granted final approval to the company's Abbreviated New Drug Application in late September 2004. IMPAX agreed not to market the product until FDA deemed the Company's Risk Management Program (RMP) acceptable. The Company's revised RMP now is acceptable to the regulatory agency.