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Closing KOSN (Kosan) outperform



May 29, 2008 – Comments (0) | RELATED TICKERS: KOSN

I liked this company but the market didn't. Apparently Bristol-Myers agreed with me and not the market. Quite a nice pick-up for Bristol-Myers considering the discount the market gave them in the absence of any negative catalysts. I don't see much movement from here so I'll simplify my CAPS portfolio and close the pick.

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