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

To: Paul Senior who wrote (22896)	12/30/2005 7:53:37 AM
From: valueminded	Respond to of 78740

Paul: I actually like BMY and bought into it. It has earnings to support its 5% dividend and is valued at the low end of the large drug universe. PFE around 20 was comparable in value (imo), but I missed it as I was too busy looking at other investments.

To: Paul Senior who wrote (22896)	12/30/2005 5:23:08 PM
From: Carl Worth	Read Replies (1) \| Respond to of 78740

nice to see WNMLA finally paying off, it certainly hasn't been one of my more efficient investments, as it finally moves into the green after about 18 months of waiting, and i will probably trim my position once we reach 2006, since my gain is now well into long term status <g> the discount to its underlying value has been closed considerably, and frankly i'm glad to be able to take any profit after seeing it down as much as 50% from my cost at various times as for CULS, i have been out of that one for a while, as it became clear that they weren't making much progress on opening new stores, so i don't see too much potential for growth there in the near to mid term future...i believe i noted on dale's thread that i had trimmed my position when it reached 9, and i later sold the rest at prices above and below that over the course of a few months i still have it on my watch list, and would consider buying it again if it fell back to the kind of discount we bought it at a couple years ago, or if they started to follow through on their store expansion program...the same store sales, which used to be consistently in the double digits, are now in the lower single digits, so they will need something else to move the stock price significantly higher, IMHO finally, i have to anonymously thank the poster who mentioned CULS in the first place, as i believe i first saw it referenced on the TATRADER thread, and while i have no idea who that person was, perhaps by osmosis he will receive my thanks <g> in any event, it was an idea well repeated on dale's thread, and which clearly benefited you and i, even if no one else joined us for the ride :)