Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Ploni who wrote (8932)	5/18/1998 9:42:00 PM
From: Pancho Villa	Read Replies (1) of 18691

Charles, If I make a balance from early February (when I peaked) I am down about 20%. However, I have stabilized /made some money in the last 3-4 weeks. Some of the reason may be ZITL which is one of my largest shorts, and the y2k stocks, ALYD and ACLY. Also I am trying to minimize the number of changes/trades I make. IMO (I hope) the days of loosing big money in the short side may be gone. More downside risk these days. Pancho I shorted CDRD today what do you think?

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