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Non-Tech
Mama Bear goes long!

An SI Board Since August 1998

Posts	SubjectMarks	Bans
131	9	0

Emcee: Mama Bear	Type: Unmoderated

Introduction Compact

Well, it looks like it is shaping up as the top of the bull market, and I've done quite well going short on the way up. So of course the logical thing to do if the market goes into the bear is to start going long. I'd like to discuss medium to long term holds, although I've never been adverse to short term news driven positions. I am looking for companies with great management, that generate free cash flow, have retained earnings, and that have been beaten down for any reason.

Oh, and if the reports of the bull's death are greatly exaggerated? So much the better.

Barb

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Reply	Message Preview	From	Recs	Posted
131	Maxx99, I don't own BEARX, although I thought about it. The expenses look a	Mama Bear	-	2/8/1999
130	THere is a BEARX thread. A lot of us who own BEARX are a bit disappointed with	Peter V	-	2/8/1999
129	HI, ICE shark referred me... Do you own any bearx... What can you tell me abo	re3	-	2/6/1999
128	Hmm, did you see this? biz.yahoo.com It really is strange how garbage stocks m	Mama Bear	-	12/21/1998
127	OT: any thoughts on enml and the recent run up...Would you hang onto a short o	Traker	-	12/21/1998
126	Well, the first quarter of this portfolio has passed, and I have been to chicke	Mama Bear	-	11/1/1998
125	Sometimes it pays to be chicken. Ouch, DELL down to 54 1/2, CSCO at 46 1/8 at t	Mama Bear	-	10/6/1998
124	I admit it, I'm chicken. Sold 250 DELL at 60 3/16 Sold 300 CSCO at 51 3/8	Mama Bear	-	10/6/1998
123	Yes Barbara , it is much harder to make money off something on the long side wh	AlienTech	-	10/5/1998
122	Crazy me. Bought 250 DELL at 58 Bought 300 CSCO at 47 techstocks.com Barb	Mama Bear	-	10/5/1998
121	Barbara, Just wanted to suggest ANLT to you.I think it's a strong and solid	milt	-	9/26/1998
120	RVT did pay it's dividend on 9/23 of $0.40 per share. This was reinvested i	Mama Bear	-	9/25/1998
119	Pullin, good call on AXTI. I have to admit that I was a little upset by the CIE	Mama Bear	-	9/25/1998
118	Posted AXTI here at 7.....closed at 9 5/8 today.... Its going higher IMO. Rega	Pullin-GS	-	9/24/1998
117	Thanks for the input on Zmax as that's what I was looking for thru my posts	JJMM	-	9/14/1998
116	Keep a close eye on AXTI.....a technology company (makes compound substrates us	Pullin-GS	-	9/12/1998
115	Barb: MIKE is an excellent stock for day trading,both long and short.$28.25 a g	scope	-	9/11/1998
114	Spamboy JJMM hit over 20 threads with this today.	Peter V	-	9/11/1998
113	JJMM, ZMAX is trash. It is a better short than a long. Barb	Mama Bear	-	9/11/1998
112	Amen!	B Tate	-	9/11/1998
111	Lrt me guess you already are in ZMAX, this is the 5th thread I've seen you	HandsOn	-	9/11/1998
110	Zmax receives 5 new awards including Alliance Capital, State of New Jersey and	JJMM	-	9/11/1998
109	Sold 100 CIEN at 17 1/2. Barb	Mama Bear	-	9/10/1998
108	scope, I agree with your market analysis. But even on the descent into the bear	Mama Bear	-	9/10/1998
107	mchip, I finally got around to looking at SAPE. From what I could see, it looks	Mama Bear	-	9/10/1998

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