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


To: Spekulatius who wrote (22508)11/18/2005 10:06:06 AM
From: Spekulatius  Read Replies (2) | Respond to of 78517
 
Some more Portfolio updates - Sold BSX, bought DLB and XEC

BSX - i got fed up with the stock.the latest revelation about their presumable defective stent wires scared the heck out of me so I sold. it seems that overreacted and the market does not care much. i have a suspicion that this stock will reward it's owners, so I might get back in.

DLB. Famous Dolby Labs. Nice business model. Stock was a widely anticipated IPO so i was surprised to find so little interest and a lagging stick price before earnings yesterday. I decided to buy some for a crapshot. Better be lucky than good.

XEC: Cheap NG play. Energy hedge for my portfolio, as most of my other stocks benefit from falling prices and i was completely out of energy before I bought some XEC.