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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Allen Furlan who wrote (6770)4/11/1998 9:31:00 PM
From: drsvelte  Read Replies (1) of 18691
 
Allen:

If you can't get the shares to short on some of this thread's most high profile stocks, you might want to consider the Prudent Bear mutual fund. It is literally a "bear" fund selling many overvalued or scam stocks short. For the last quarter, the performance has been awful -- I think the WSJ had it ranked as the 3rd or 4th worst performing. But its performance is negatively correlated with the DOW and S&P, and if you think a Kahuna correction is on the way, you may wish to look it over (there are several other MFs that move contrary to the DOW). It recent holdings (short) were:

Ticker 000 Security $000 Assets
........................................................................
AVNT 147 Avant! 2459 3.96
LCOS 56 Lycos 2317 3.73
DELL 26 Dell Computer 2142 3.45
CSCO 33 Cisco Systems 1840 2.96
FPFG 43 FIRSTPLUS Financial Group 1650 2.66

YHOO 23 Yahoo 1593 2.57
SPYN 28 Spine-Tech 1440 2.32
MU 53 Micron Technology 1383 2.23
BTIM 73 BioTime 1379 2.22
SDG 20 Sofamor/Danek Group 1301 2.10
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