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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Jeff Jordan who wrote (3875)3/3/1998 7:13:00 AM
From: Pancho Villa  Read Replies (1) of 18691
 
To Jeff and all, you may find the material following my name useful..

>>You are right! I do apologize to Pancho for calling him an idiot...<< (Jeff's respose to sammy)

You are apologizing to the wrong guy! I have learned from own experience that apologizing is one of the most difficult things to do. Don't worry, there is no need for it. I have been called worse in other threads. At Roger's however this kind of language is not so common, that is why you surprised a few.

Pancho

BTW: I do not claim AOL as a short idea. I jumped in the short wagon late last year and then increased my position recently [much later than many other shorts], following a detailed analysis indicating that the economics of 19.95 fixed rate plan do not add up [recently, AOL announced they will increase their rates I wonder why] and that ad revenue will not catch up at the rate AOL claims. A similar story for YHOO. I do not, however go around blaming others for suggesting them as short ideas.

I do however admit to a leading role in shorts like WDRY and BFIT [the final chapter has not been told on this one]. And also claim credit as the leading voice for IPIC (135/16), SEEC (22), and ZMAX check them today. I also took a leading role on ALYD (137/8) under water now but check the trend...

One suggestion, use the strengths of SI members and combine them with your own. IMO my fundamental analysis skills are pretty decent. I am however weak in TA [the probable reasons being that, except for a couple of indicators like the apparent persistence of trends I just don't believe on it]. For example, you could use the fundamentals and combine them with whatever value added skills you have and probably something good will come out of it. However you do it, it may take a while for the current to turn in the direction you are swimming.
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