Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Robert F. Newton who wrote (2447)	2/6/1998 9:45:00 PM
From: Pancho Villa	Read Replies (2) of 18691

TO ALL: Look at PCTY, be aware of momentum, but becoming tasty! IMO we are going through another round of gains for anything viewed as Asian proof. IMO very unstable market conditions... Being long momentum stocks with no earnings should be quite dangerous... I just hope not to have become part of the crowd that went bearish in 1994. This week trades took me from a market neutral position, 80%long, 80% short, 20%cash, to a net 20% short position, with 75% long, 95% short, 25% cash. Pancho For me cash + long = 100% portfolio value short position is expresed as % of total portfolio value. Net exposure = long - short

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