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Strategies & Market Trends : APMP (formerly APM)
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To: Rudy who wrote (7831)10/30/1997 8:07:00 AM
From: marc chatman  Read Replies (2) of 13456
 
Clouds already over the NAZ. Maybe we should be looking more at candidates to short, rather than buy. MSFT is a tough one to short, IMO. Very over-valued, but so many institutions have it as a core position and buy on any weakness. Any ideas on what may be over-valued that's not held in such high esteem?

Maybe some out of the money puts on MSFT wouldn't be a bad idea.

rudy, do you go short or use puts at all, or do you only play the long side?

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