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

To: Paul Senior who wrote (26541)	4/13/2007 11:07:03 AM
From: sjemmeri	Read Replies (1) \| Respond to of 78918

I'm still holding ASPV - lots of cash & great current earnings but one-product company with generic competition looming on the horizon. Many former holders got tired of waiting for the long-promised next in-licensing deal. As a side note, I recently added to CAKE & CRYP. Also, holding VPHM (similar issues as ASPV except more in-house devlopment activity), ANF (close to a sell for me here), USG (may need much patience but I think very little downside risk), UA (no value, pure growth and close to a sell for me), small spec position in NFI, small spec position in SOTK, and lots of small positions in speculative biotechs. Recently sold ABT & MEDI.