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Non-Tech : Mama Bear goes long! -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (1)	8/4/1998 10:50:00 PM
From: Broken_Clock	Read Replies (2) \| Respond to of 131

Well, i hope i learned something by lossing money on the way up -g- My picks for the ride down(longs) are already "down" and near book value, yet still making profits and paying dividends. in order of preference: NEM, ABX, HM, ASL, and SWC anywhere in there(it just didn't get beaten down this year).

To: Mama Bear who wrote (1)	8/4/1998 10:55:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 131

Barb, TDF and PEO are good choices, but I wouldn't rush into if for a couple of quarters. See if China devalues first - if they do you don't want to be invested in TDF for certain. OTOH if the discount increases enough (say 30%+ on TDF in particular) I will be a buyer.

To: Mama Bear who wrote (1)	8/5/1998 12:09:00 AM
From: Frederick Langford	Read Replies (1) \| Respond to of 131

Barb, I have been watching PEO for a intermediate to longer term hold.. It finally looked appealing today and I nibbled at some, closed on it's low, so may shop more tomorrow. Near 52 week low. Great oil services play. Do you see it breaking 52 week low? Fred

To: Mama Bear who wrote (1)	8/5/1998 12:12:00 AM
From: Roger A. Babb	Read Replies (1) \| Respond to of 131

Barb, I am long FSTW and WTBK. FSTW is due to new software product just finishing beta and I think it will be a hit. WTBK just because I think it is greatly undervalued. My next long will likely be ATG (Atlanta Gas) which has a low PE and pays a dividend. Also looking at some electric utilities which do not have nuclear exposure.

To: Mama Bear who wrote (1)	8/5/1998 12:31:00 AM
From: Scott Moore	Respond to of 131

Hi Barb I don't know if you know these guys, but Tom Veale on the A.I.M. thread and Jim Bataglia/Jeff Weber Message 5387522 really know their energy/oil and gold mutual funds. Might be worth picking their brain or inviting them over. Happy for your success Scott

To: Mama Bear who wrote (1)	8/5/1998 4:41:00 AM
From: Fredman	Read Replies (1) \| Respond to of 131

Gee Barb, you already know i think highly of MDCO, followed by about 8 others, MAVK. I also have long (until Death) BRKA, LU, GE on my list, Then i get into some that won't make anybody's potential DOW list: FNTN, IRSN and ICOS which i plan on retiring on........ I am not long on these, i am FOREVER on these.

To: Mama Bear who wrote (1)	8/5/1998 8:11:00 AM
From: Timoteo	Read Replies (1) \| Respond to of 131

Barb- I too am poised to add to existing long positions as well as start new ones. I am a value investor, look for long range planning, solid earnings and hopefully revenue growth. I also look at "fallen angel" turnaround type situations, since the market has such a short attention span, especailly with small caps. I like two semiconductors from a growth /valuation perspective. ALRN has had excellent revenue growth and stable profits. Long-term view with thoughtful expansion underway. Currently around 12, earnings about $1. No insider selling. LSI Logic is the premier specialty semi maker. This market will continue to grow. TWI leading off-road wheel/tire maker. Stock hurt by strike-impact minimal long-term. TIII interesting play must do DD SOFT- software service concern. MDXR $2 turnaround. I normally like stocks in my home state since it's easier to get the scoop. I had a bad year shorting, but my longs have returned avg. over 70% a year for the last four years. Timoteo

To: Mama Bear who wrote (1)	8/5/1998 11:09:00 AM
From: Peter V	Respond to of 131

Hi Barb! Oil sector looks good to turn around before the end of the year, and PEO is a good choice. I also like RIG and VRC, except that RIG sold its directional drilling unit this morning for $10 million, and its stock is taking a hit, but what the ultimate effect of that sale will be I don't know. Market Guide says they have $58 Million in cash, they had blowout earnings, so I don't know why they sold the unit as they don't appear to need money. RIG is somewhat insulated from the oil price problem, as their contracts extend to the end of the year, and a number of them into next year, as it takes a long time to drill those deepwater wells. RIG has, however, followed the sector down, and will follow it back up. Fidelity also has a select energy services fund that could be a good play here. For the oil sector, however, it may be a couple more months before it all shakes out, oil prices took another hit today after the API numbers last night showed a rise in US inventories. Just remember that the oil patch is a cyclical business (always has been, always will be) and you can't just buy and forget them until you retire. (just don't ask me to call tops and bottoms for you <G>)

To: Mama Bear who wrote (1)	8/6/1998 12:37:00 AM
From: Duke	Respond to of 131

Barb -- Interesting thread so far. Two for your consideration: APCO: Recent excellent earnings report w/excellent prospects for the future, beaten down excessively. PMCS: Dominant position in networking industry infrastructure, knocked down today due to over-reaction to analyst's comments. Both may go down more, but have great futures ...

To: Mama Bear who wrote (1)	8/6/1998 4:42:00 PM
From: Bonnie Bear	Read Replies (2) \| Respond to of 131

Barb: let me offer a few humble suggestions: REITs: FSN, RFI, RIF. Monthly 7% dividends, book value assets. Bonds/utilities: DNP, FT, FMI. Monthly 7.5% dividends. Bonds: DUC 8% dividends. Russell value: RVT, 12% dividend in quarterly payments. Buy chunk. Push "dividend reinvest" button on the computer. If the chunk price drops, the dividend yield goes up. No problemo. Come back to this market in late 2000 after it has finished melting down.

To: Mama Bear who wrote (1)	8/6/1998 8:40:00 PM
From: Bonnie Bear	Respond to of 131

Barbara: I just look a quick look through a stock screen: there are over 1000 companies selling below book value here. Get away from the nifty fifty and it looks like The Great Depression.

To: Mama Bear who wrote (1)	8/7/1998 8:58:00 AM
From: paul t	Respond to of 131

Hi Barb, this is interesting, eating from both sides of the fence?? I guess in order to get the most bang for your buck it is the best way. Buy low sell high... then sell high again then buy low to cover ... and so on. Well the last week or so we have a field day with this little correction ?? but now seems to be the time to buy on the way back up? A friend bought EXDS and watched it dive with the sector but this stock seems a little slow to rebound?? Any thoughts? Also I posted about IRIDF on Roger's thread and sure enough it fell despite the only reply telling me that Iridum has deep pockets. This company has rebounded a little but is still poised to disappoint on Sep23?? thanks paul:-}