The Stock Market Bubble Message Board

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Strategies & Market Trends : The Stock Market Bubble

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To: Tommaso who wrote (3155)	5/9/2000 10:37:00 AM
From: Dale Baker	Read Replies (1) of 3339

Most stocks I own are profitable or at least cash flow positive. I have a lot of communications plays with big amortization costs. The problem with the bubble debate is the tendency on both sides to fall into extremes. I have met very few bears that admit to being heavily short. And almost all the longs I know are mostly in stocks with some value attributes. I have been buying more while stocks are cheap precisely because I like owning good businesses going forward. My portfolio and investing columns are all on tigerinvestor.com. I also did a post not long ago with EPS projections for everything in the portfolio. I don't have the link handy. TLM looks decent. I have 6 or 7 stocks in oil and power right now myself. We are probably not as different as we would assume at first glance.

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