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

To: sjemmeri who wrote (25276)	11/15/2006 3:08:26 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78742

Steven J Emmerich: I'll put VPHM on my watch list. Maybe a go for me under $13. Threat of generic competition for key product is worrisome (or not?). fool.com

To: sjemmeri who wrote (25276)	2/12/2007 2:12:12 PM
From: sjemmeri	Respond to of 78742

Quick update: I've taken profits in both ANF and CRYP near recent highs. I'll look to get back in either on a substantial pullback. Still holding VPHM, USG, ASPV and CAKE - CAKE's the only one down. I think they are all still good values though I've lightened up on VPHM. Never did buy OC or AWI yet. Recently took a small position in NFI - seems like a lot of bad news is already priced in. Also holding big pharmas PFE, MRK, and ABT and looking at SYMC and LUV. _________________________ I added a little more ANF a couple days ago also. Plus I doubled my position in VPHM before the last earnings. I think CRYP, USG, and ASPV are all solid values here. I think CAKE is a strong candidate for a private equity deal (not that I'm qualified to assess that). I'm considering OC & AWI for new positions.