Prudent Bear Fund (BEARX): contrarian investing Message Board

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Pastimes : Prudent Bear Fund (BEARX): contrarian investing

BEARX 4.050

-1.2%

Nov 28 4:00 PM EST

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To: Tommaso who wrote (379)	10/8/1998 4:16:00 PM
From: HB	Read Replies (1) of 793

There's a list as of 8/31/98: 1.General Electric 2.Outdoor Systems 3.Best Buy 4.BancAmerica 5.Providian Financial 6.Household International 7.Centocor 8.Micrel 9.Specialty Teleconstructors 10.Veritas Software Quite a few differences from the 6/30/98 list (still available at the site in the Bear Essentials .pdf file)... but probably some of the top june positions are still on, but in lesser quantity (or have been eclipsed by some of these positions). I have been gradually selling off my BEARX (starting too soon, of course!) and am now down to about half my peak holdings. Selling a little more today. My hope was to move into COAGX but I read a news article today that they are closed to new investors :-(. Cheers, HB

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