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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Mike da bear who wrote (13854)	2/5/1998 8:07:00 AM
From: Bonnie Bear	Read Replies (1) \| Respond to of 18056

yes of course Mike...I bought FSN, OTCM, RVT, JEF last week, AMTD as a speculative buy, you can buy Aetna at book value. Look at APCC, Not a smallcap) at these prices in the tech sector MSTI and ZRAN are fallen angels. Take a look at the top holdings of funds like OTCM and any of the microcap funds....you'll see that many of their top holdings are way below book value.

To: Mike da bear who wrote (13854)	2/8/1998 12:28:00 AM
From: Bilow	Read Replies (1) \| Respond to of 18056

Hi Bonnie, MDB; I agree with Bonnie about the small caps. Some recent undervalued small caps bargains: OAKT, RGFX, LODG, CFMT, VANS I been day trading dead cat value bounces recently, and have made good coin. Big Kahuna appears to be on hold. Yes, I have capitulated but only on the large caps. The small caps (other than the fantasy small caps) have crashed. This past summer, there just wasn't anything to safely go long on. Fact is, MSFT, CSCO, AOL, YHOO, TXN, and the box makers &c. are way over-priced. But since it appears suicidal to short them, why not hunt in the cheap stuff on the long side? Best of luck (always a useful item) to all. -- Carl