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

To: Spekulatius who wrote (20784)	3/3/2005 11:08:42 AM
From: Paul Senior	Respond to of 78595

Agree, so I added to my BUD position and started BSX.

To: Spekulatius who wrote (20784)	3/4/2005 7:55:26 PM
From: Paul Senior	Respond to of 78595

Fwiw, BUD mentioned favorably in Kipplinger mag.: kiplinger.com

To: Spekulatius who wrote (20784)	3/9/2005 10:03:56 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78595

Scaled back my BSX position after a strong rebound early this week. Also sold the 2nd half of my ADGO position for a nice gain. BSX now under 30$ looks like a a good risk /reward i am considering to add back. i also consider to add back on Via.b which i have reduced a while ago. the high oil prices seem tobe hurting stocks, i only own PCZ in this space,not enough to ensure my portfolio. A lot of "this time is different" talk in the oil sector and people who never owned energy stocks before bought in. Sounds more like a MoMo than a value proposition to me.