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Zeev Hed

12/07/02 9:24 PM

#53163 RE: Babylon #53116

Here was my last entry in COO at $29 #msg-596917, I have had few additional parallel plays since. As for entry, I simply wanted COO in my core, and since sold it just half an hour before for $30.55, a discount of $1.55 was too good to pass. For a new and virgin entry, I think that COO is very :richly priced at around $30 and thus would stay with the 11/16 suggestions, you just got to be patient.

In that list I gave 13 candidates for the core, I rarely have more than 8 to 10 (the latter when I am extremely bullish, right now I have only 7 member of that group in the folio) of these, so not all the 13th are in at any time. Since that post on 11/16, four of these have reached the buying range (ECL, SFD, POOL, and TTC), and I have "yielded" on PII and SKX, did you get any of these six (I am still waiting for a little better price on TTC though, it is in the "buying range", always like my bargains...)? I accept the fact that some of my buying ranges will not be reached and either not go for the ride, or on rare occasions, pay the piper. If you really really like COO, buy some here in the $28.5 to $29.5 and keep some powder dry oif it gets to the bying range. If not cash is not that bad.

Zeev