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

To: Spekulatius who wrote (20962)	3/28/2005 11:40:26 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

At current price, I'll also take a little more FII. finance.yahoo.com

To: Spekulatius who wrote (20962)	4/23/2005 7:12:24 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78748

recent stock trades. Buy's: BVFL.OB, MXIM, ADGO.OB, Via.b, AMAT: Sells: ARDI (loss), WMT (a while ago. very small loss), TASA.OB (nice gain). Still ahead a few percent this year, things could be worse. Holding ADGO.OB, AIG, AMAT, BVFL.OB, BSX, C, CLE, FII, TVL, GMAI,MXIM, MSFT,OSHC, AVZ, BDK, CSCO, HUM, NSRGY, PCZ, Via.b, some BMW preferred and Takeda in my international portfolio.

To: Spekulatius who wrote (20962)	5/18/2005 10:08:27 AM
From: Spekulatius	Read Replies (4) \| Respond to of 78748

Portfolio update Via@34.3$, EGY@3.15$ Bought some Via (instead of Via.b). I preferred Via to Via.b because the premium (typically 0.5$+ ) for Via shares was almost nil. EGY is an oil stock discussed in Dale's thread. Somewhat expensive based on current reserves ( >13$/barrel EV) but very profitable (0.12$/share last quarter)and a good chance that reserves will be increased by current exploration efforts (field extension). The stock has taken quite a beating over the last 6 month.