Prudent Bear Fund (BEARX): contrarian investing Message Board

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Pastimes : Prudent Bear Fund (BEARX): contrarian investing

BEARX 4.050

0.0%

Dec 5 4:00 PM EST

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To: Tommaso who wrote (358)	10/5/1998 6:37:00 PM
From: James C. Mc Gowan	Read Replies (1) of 793

Tommasso and thread: I am a recent BEARX investor; and doing very well up 19% relative to gradually buying in over past few weeks. I have visited the website for the fund and found the list of top 10 short positions. I see that turnover is substantial, as expected. Is there any way to get a more up to date view of big short positions. I would be interested in buying puts on those stocks that Tice is shorting myself, but, with the lag time, I don't know if rapid turnover would make this feasible. Also, is there any sense of the percentage of Precious Metals that BEARX holds, and what Gold mining stocks he might be favoring? Thanks for creating this thread for the BEARXers vocex

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