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

To: Michael Burry who wrote (3901)	4/24/1998 9:41:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78462

Mike. Thanks for trying to clarify. I've not been able to understand what you are actually doing.. Your SI thread says your "favorite" stocks and they all look like longs. Your Sealpoint portfolio is cash and "100% longs again". (The Sealpoint portfolio screen is blank this am. ??) You apparently own no stocks culled from from the Sealpoint value screen. Own means manage family portfolios. You yourself own only cash. One portfolio you manage is 25% US longs and the rest foreign or short. One is 1/3 div, 1/3 foreign, 1/5 small caps -- all bought this week. You "like" SWR( but you sold it for tax reasons), Adaptec, Jones Med (if it drops 4 points). You are bearish and are looking for bear candidates (starting a bear thread). I think I understand better now -g-. Paul.