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Strategies & Market Trends : Roger's 1997 Short Picks

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To: scope who wrote (8210)12/12/1997 4:57:00 AM
From: Pancho Villa   of 9285
 
scope RE: BFIT >>Yes,it was me all right. [the one who dug out BFIT for the Roger's thread]<<

I guess I am gonna have to buy you a beer or if you don't drink a fishing rod. However, if you do fish you will probably like both!

Pancho

PS: I have a 24 footer set up for scuba. 235hp gas engine. I keep it in Venezuela where gas used to be about 5 cents/gallon until last year. Now it is 20 cents/gallon. Don't do much fishing though [Looking at the venezuelan beauties at the beach is more interesting]. Fish, I buy from fishermen [You can tell I am shifting into vacation mood]. Won't do anything to my holdings. Just hold through January with a net exposure of about zero in the activelly managed individual equities portion of my portfolio [i.e., now I have appox. the same dollar amount in shorts and longs] and about 20% net long in the form of "pasive" mutual funds holdings which have not been doing too well lately.
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