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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bill Story who wrote (10307)6/19/1998 8:48:00 AM
From: Timoteo  Read Replies (1) of 18691
 
Bill, most BB or OTC stocks are not shortable since they must be marginable. I short hype stocks or extremely overvalued stocks; even ones I might have been long at one time but have run up to far. Examples of hype stocks I've shorted lately: ZITL, VVUS, KRY, AVNT (made money on all); overvalued: YHOO, AMZN, DELL, ITWO (lost money on YHOO, DELL and behind on AMZN).
I used to short equal to my long equity-bad move. Now I stay around 20% and buy puts if I'm really anxious.

Timoteo
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