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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Market Tracker who wrote (8503)5/7/1998 12:27:00 AM
From: larry  Read Replies (1) of 18691
 
MT,

Thanks for your advice. I have come to the late stage to prepare for the rest of my life. After diversifying my portfolio for the past years, I have decided that Mr. Softie will be the one that I will rely on for my final rush. There are only two guys that I will truly bet my $$ on, Mr. Softie and Mr. Dell. Well, if I have to choose only one, then the answer is out of question.

MSFT is by far the best company in the plant and the safest growth issue on earth. If I don't take advantage of this DOJ issue, I am sure that I will regret later.

I also keep enough cash in my account to buy puts if the market tanks.
Currently I only hold MSFT, DELL, and IDTC. I will probably sell DELL before they release earnings to load more Mr. Softie.

thanks,
larry!
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