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Strategies & Market Trends : Roger's 1998 Short Picks

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To: xcr600 who wrote (18582)4/13/2000 6:58:00 PM
From: Bernard Elbaum  Read Replies (1) of 18691
 
I paid a low price for my IPO stock and am up 12.5 times on paper. But if the IPO market goes cold, the company may not go public for some time. History suggests that IPO markets run hot or cold, and when cold, there are only a trickle of IPO's each year.

I'm looking for suggestions on how to identify the internet stocks, preferably recent IPO and B2B, that are still flying relatively high so I can hedge by buying puts on them. If those are hard to come up with, I'll want to look at hedging other recent tech IPO's as well.

Any suggestions as to companies, web sites, fund holdings to investigate, etc.?
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