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

To: Paul Senior who wrote (29416)	12/26/2007 4:21:11 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

Still holding, but AZN and GSK are really weak holds for me. I am not sure what's the future and whether pharmas will be good investments ever again... even while they still remain nicely profitable.

To: Paul Senior who wrote (29416)	12/26/2007 5:29:21 PM
From: Jurgis Bekepuris	Respond to of 78753

Anyone is interested in EPAX? Former high-flyer exchange-tourism company. Huge ROE, high growth, zero debt, substantial cash on balance sheet. Everything crashed after they predicted that next year bookings are significantly lower than this year's. >50% haircut. I am not sure whether to buy. I don't particularly like international tourism area with US$ in the dumpster and oil prices high. But the company was achieving really great results. So I have to think more. :)