Mama Bear goes long! Message Board

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Non-Tech : Mama Bear goes long!

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To: Mama Bear who wrote (1)	8/5/1998 8:11:00 AM
From: Timoteo	Read Replies (1) of 131

Barb- I too am poised to add to existing long positions as well as start new ones. I am a value investor, look for long range planning, solid earnings and hopefully revenue growth. I also look at "fallen angel" turnaround type situations, since the market has such a short attention span, especailly with small caps. I like two semiconductors from a growth /valuation perspective. ALRN has had excellent revenue growth and stable profits. Long-term view with thoughtful expansion underway. Currently around 12, earnings about $1. No insider selling. LSI Logic is the premier specialty semi maker. This market will continue to grow. TWI leading off-road wheel/tire maker. Stock hurt by strike-impact minimal long-term. TIII interesting play must do DD SOFT- software service concern. MDXR $2 turnaround. I normally like stocks in my home state since it's easier to get the scoop. I had a bad year shorting, but my longs have returned avg. over 70% a year for the last four years. Timoteo

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