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

To: Paul Senior who wrote (38678)	8/3/2010 12:50:11 PM
From: Madharry	Read Replies (2) \| Respond to of 78476

Buying msft for the first time ever at $26.02. also note ttt offering rights to shareholder of record as of 8/06/10. I think today is the last day to buy if you are interested. I bought a few more shares as do far Mr. Smith has treated my portfolio very well. ttt is the old khd which Mr. Smith wants to make into a base metal royalty company i believe. there is an article on this in seeking alpha.

To: Paul Senior who wrote (38678)	8/3/2010 3:25:09 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78476

re SNY - i have no problems with acquisition per say but GENZ does not seem like a good fit for SNY First of all GENZ specialty biologics do not fit into SNY existing portfolio as I see it. Furthermore I do not think that GENZ incredible expensive orphan drugs (for Gaucher and such) are unassailable either if political powers decide otherwise and open the door for biological drug generics for example. I think this would be much easier to do if a company offering such expensive offering (we are talking about 100k/ patient and year!) is owned by a foreign company. Headline " French company charges 100k$/ year for single drug -medicare pays..." I could see if SNY would acquire a emerging market generics company or a vaccine upstart, but GENZ? I probably sell the remainder of my shares as well, selling half is not really a solution if you don't have confidence.