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

To: Spekulatius who wrote (23780)	4/20/2006 2:32:32 AM
From: Madharry	Read Replies (1) \| Respond to of 78694

I also think alco is cheap but dont own it now. i think fla re is falling off a cliff so probably no rush. I think the foreign re companies may be more interesting right now. I added cheuyf- a whitman pick and me- a drilling spinoff yesterday.

To: Spekulatius who wrote (23780)	4/28/2006 11:45:11 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78694

Some recent position changes: Sold 1/3 of my VIA (loosing patience) and 1/2 of INTC (sell the rebound and get back in?) and ALCO (sell into recent surge, FLA rea estate weakness). Bought EBAY (cheap relative to PEG), added to MSFT (take advantage to todays weakness). Overall, i have increased my cash position somewhat, which will allow me to take advantage of buying opportunities.

To: Spekulatius who wrote (23780)	6/3/2006 3:45:00 AM
From: Carl Worth	Read Replies (1) \| Respond to of 78694

nice to see OSHC hit a new high the other day, any thoughts on how long it "normally" takes for the 2nd step to be announced? i admit to being bored with the stock <g>, and wish i had some idea of what to expect