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Strategies & Market Trends : Roger's 1997 Short Picks

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To: McNabb Brothers who wrote (7905)12/6/1997 5:06:00 PM
From: Bearded One   of 9285
 
If I may say so, I saw someone else due something like this and get hit really bad. When you're short so many stocks in the same sector (computer tech), you are no longer short companies, you're short the sector. So you're vulnerable to giant moves in the sector. So while I agree with the fundamentals on every stock you've mentioned, perhaps you want to either share the wealth among some other sectors, or become 'sector neutral' by going long the same sector.

Of course, if you're shorting the sector on purpose, ignore what I've said.

Best of Luck,

BO
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