Pump's daily trading recs, emphasis on short selling Message Board

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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: Michail Shadkin who wrote (4041)	7/16/2001 7:43:41 PM
From: minorejoy2000	Read Replies (1) of 6873

Glad NLI has worked well for us. How do you feel about CORV? I have a significant long position, deeply underwater. I notice that frequently it is included among your "significant losers for the day". Besides the sector disenchantment, which doesn't worry me, there have been huge insider sells, which does. I think they have a considerable cash position. They have lousy PR and are too secretive and have few customers and delays in announcing new ones. Some shorts you are so sure about, you indicate you will only add if they go higher. I know CORV is a kind of experiment for you, but do you also feel (at least for the time being) that you can do without stops on the long side here? How about if you had a very long time horizon, like 5 years? Do you still find value in CORV in terms of risk/reward in that kind of time frame? TIA Regards, Mino

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