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

To: Spekulatius who wrote (22190)	10/6/2005 7:54:05 AM
From: gcrispin	Respond to of 78628

I think the link to this article more clearly outlines the risks involved for PFE, especially since the trial is outside the US. Note the following paragraph from the article. <In Austria, Pfizer has already lost a similar case to Ranbaxy and Deutsche Bank analysts believe there is an 80 percent probability it will lose in Britain as well.> today.reuters.com

To: Spekulatius who wrote (22190)	10/7/2005 12:49:08 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78628

OT market comment - awful days in the stock market although we are still pretty close to our 52 week highs. Some of my recent buys have been battered: UCIA.OB - sliding down on no news OFG - cratering due to collateral damage from other Puerto Rican banks (DRL, RGF etc.) I expect bad earnings as the yield curve has flattened even more, however the stock is no close to book. no sceletons found in the basement yet. Without writeoff's, this stock is undervalued IMO. i am still with my starter position - don't dare to add yet. Sold some CLE and NSRGY. Both stocks have done well in the recent selloff. looking for some solid stocks to add. The energy sector has been selling of hard recently - the correction was overdue. tomorrow could be a bounce day, judging from the recent price action and crude spot prices. But LT I am not bullish - i think we will get quite a few news about demand reduction. Everybody in the US is watching SUV sales as an indicator but i think the real reduction will come in Asia (Indonesia, Thailand, Malaysia and China and others)

To: Spekulatius who wrote (22190)	10/20/2005 10:10:48 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78628

re PFE, JAKK. Weak earnings led me to close my position for a tax loss. Ugly! Interesting situation on JAKK. Company beat earnings expectation by wide margin. Stock is heavily shorted despite having 120M$ in cash on it's balance sheet (market cap is 500M$) and generating FCF during the first 9 month of about 50-60M$. Management has screwed up before (see the 2004 dip) so there is very little confidence in this stock. But when i look at the plain numbers, I see a dirt cheap stock that i would never dare to short. I am holding - if Jakk can climb the wall of worries this is going to be a 25$ stock.