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Non-Tech
Core Holdings--long and short

An SI Board Since February 2001

Posts	SubjectMarks	Bans
11	1	0

Emcee: 200ma	Type: Moderated

Introduction Compact

this forum will be used to discuss valuation of companies, both ideas for longs and shorts will be presented, holding period will be on average longer than day trading

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Reply	Message Preview	From	Recs	Posted
11	CRK long position...company is headed by a devoted CEO who has a marathon runner	200ma	-	5/15/2001
10	X (US Steel)long at $16.75, steel prices raised by 20%, high book value, good ca	200ma	-	3/12/2001
9	IBM short sell at $100 with a target of $70, company is buying back stock in lie	200ma	-	3/10/2001
8	CIEN short with a target of 25, former CEO left the company and started CORV, di	200ma	-	3/2/2001
7	GOLD shares represent value and a good core long, gold prices have been declinin	200ma	-	2/21/2001
6	CPQ is a buy anywhere close to the $18 area, company has gone a major restructur	200ma	-	2/21/2001
5	PKD long at 6.40 today, core holding with target of over 12, earnings picking up	200ma	-	2/20/2001
4	HOMS short sell at 34, paid $500 for move.com, enough said...insiders bailing...	200ma	-	2/16/2001
3	WEBM start short at 58..heavy insider sells, no clear product, self promoting co	200ma	-	2/15/2001
2	AMGN short sell today at 73 1/2; stock is overvalued, company has one product, g	200ma	-	2/13/2001
1	YUM start with YUM as a core holding at 35.08 on the long side PE of around 12	200ma	-	2/13/2001

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