> And just what planet have you been on? <
The one where COST, AMAT, NVLS, INTC, IFMX, COMS and AOL have made me a ton of money on the long side.
The one where CCSI, VLNC, MCHM, ZITL and several others have made me a lot of money on the short side.
[Worth noting that I don't follow Bill to the letter. I was in IFMX before he was. I didn't sell AMAT when he did last year. I closed out my positions in VLNC and CCSI before the latest pumps. And I've missed some others, both good and bad.]
Bottom line, one good call in a major company like AMAT (in which I can establish a big position) more than offsets the losses I've had in some small cap shorts where big borrows are generally impossible to get.
Personally, I have very little interest in shorts at this time of the year, so I can't indulge you with any positions in VLNC, GUMM, IDX, or any of the others. When March rolls around, I'll be looking again...
mg |
