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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (18226)6/15/1999 3:47:00 PM
From: Druss  Read Replies (2) of 18691
 
Roger--If there is any indicator I know of in the market that seems bullish to me (from a contrarian point of view) it is the difficulty in getting shares. That has been a real frustration. I am up 30% this year mostly on shorts and I think I could have doubled or better that figure if I could have borrowed the shares I wanted.
I have to say though that I love ugly convertibles. RACE was very good to me and I would be shorting it still if I had not closed out my shorts for my vacation (now I can't get shares). If I locate a source for TMSR I will drop you a PM.
All the Best
Druss
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