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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (27736)4/27/1998 12:03:00 PM
From: Michael Bakunin  Read Replies (1) of 132070
 
Of course, if you had taken simple short positions in each of the stocks mentioned as overvalued by Michael Murphy in Barron's the other week [AMZN LCOS ONSL SEEK XCIT YHOO CDNW DCLK GNET NSOL SPLN VRSN], you'd be up 20% right now (mind you, pretty happy timing).

Even SI's own Roger's Short Picks (which, with less fortuitous timing, he put on around the beginning of '98) are coming back. They were over 20% underwater a week or three ago, but right now (9 AM PDT) are, equal-weighted, down only 8% on the year.

I'd enjoy it if it lasted -- but I fear it may not.

m
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