Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

First, MRK is no longer held, it was sold, and was sold, hopefully by all those that bought the six dow stocks recommended on 7/23. Right now, I am waiting for some retrenchment in the sector (though it does appear to have more relative strength than othe sector in the market) before reconsidering entry. As far as AZN, I really don't follow this one. I rarely go into non US based companies because I fear of not being able to read their financials correctly. Such lack of transparency was probably one reason many holders of ELN were surprised when its shares collapsed few months back.

Zeev