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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: orkrious who wrote (166127)5/15/2002 9:16:36 PM
From: reaper  Read Replies (1) of 436258
 
<<When ALL of the indices are 20-50% lower, I'll ask you for recommendations>>

I would not be comfortable owning these stocks naked long. However, in a HEDGED portfolio, with shorts in many of the names that CFZ regulars know and love (including my multi-million share short of ACF <g>) I am VERY comfortable.

Frankly, I'm never comfortable unless I'm hedged, except in govies.

Cheers
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