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Non-Tech : Doc Stone's Bierstube und Trading Room

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To: Joe Copia who wrote (542)4/7/1999 12:19:00 PM
From: M. Frank Greiffenstein  Read Replies (1) of 638
 
Doubling down on TAVA...

I added another $5K work of TAVA to the small cap turnaround portfolio. Doubling down. TAVA is in small cap nuclear winter as small cap value managers are forced to sell shares to meet investor redemptions. It really is a double whammy: Small caps are in the doghouse, fund managers have to sell shares at super derpessed levels, worsening the decline. TAVA is looking better and better on a fundmaental basis, and nobody cares. Buy when there is blood on the streets, err, on the factory floor.

techstocks.com

DocStone
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