Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Cynic 2005 who wrote (2406)	2/24/1998 12:59:00 AM
From: Al Chechatka	Read Replies (1) of 18691

I am new to this forum and I haven't yet read the reason for the short selling on Roger's 1998 list. But if one of the reasons is insider selling, then you should rethink your position. If you had a portfolio of 100% of a company wouldn't you diversify? That is what the officers of this company were faced with. They, like myself had a large portion of their eggs in one basket. selling, gives them a wider diversification. If you are basing your short on the uncertainty of future revenues based on the success of ICA, then take appropriate action, but they are just signing deal after deal, with large customers. It is sometimes good to short CTXS as a momentum play, (I do it with covered calls, but a big down dip I would get killed), but fundementally, there are other picks that are better for the long term. Which forum note # explains why Roger shorts these positions?

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