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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (7886)	7/29/1999 9:09:00 PM
From: Tomato	Read Replies (1) \| Respond to of 78783

Jim, Any long positions that might do well in a down environment, e.g. gold stocks or selective foreign stocks perhaps?

To: James Clarke who wrote (7886)	7/30/1999 7:27:00 AM
From: valueminded	Respond to of 78783

James: appreciate your list. I may add a few comments. Anyone short most of these stocks would have thrown in the towell. Even though they are pricey I would consider buying longer term puts on these stocks unless you can stomach the volatility if one increases by 30%. I have PVN short in my portfolio. I opted for EBAY vs AMZN as EBAY (imo) does not have a workable business model, whereas amzn can fool the investors with "growth at any price" model & the lack of proftiablity is already priced in the stock <g> Notably lacking from your portfolio seemed to be some of the tech stocks - such as semi mfgs or computer (i consider commodity excetp maybe apple) mfgs. fwiw

To: James Clarke who wrote (7886)	7/30/1999 9:48:00 AM
From: Bob Rudd	Respond to of 78783

Jim: Would like to see your rationale on PVN TGLO GS SOC shorts. My quick glance showed TGLO and SOC shorts clearly left the station quite awhile ago, GS has pulled back and has premier brand, and PVN doesn't appear to have obvious flaws and insiders are buying. I'm not disagreeing with these shorts just eager to see what you see. thanks, bob