Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (11089)	8/10/2003 10:32:47 PM
From: pbull	Read Replies (1) \| Respond to of 13815

As I recall, in the pre-bubble days, those were called "special situations" _ companies that were undergoing a fundamental change in their business, either with new management, a significant joint venture, financial recapitalization, whatever. Kmart would be a higher-profile example of that. But the best ones, of course, are the smaller-cap names. Barron's had a piece a couple of weeks ago on a fund manager. The best stock he ever owned was Daytona International Speedway, purchased several years ago, and which rode the Nascar boom _ TV revenue, memorabilia, Dale Earnhart, etc. I'm still bullish overall. I think the higher quality runners of the last 9 months will pull back, and the junk will roll over. We're going to have an adjustment _ but not a bear market. PB