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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Pancho Villa who wrote (10327)6/19/1998 2:17:00 PM
From: BelowTheCrowd  Read Replies (1) of 18691
 
Pancho,

And my point is that "the boss is selling" is fairly normal for high-growth tech stocks where "the boss" initially has all his net worth wrapped up in the company.

Everybody in the business, including the likes of Gates, Grove, Ellison and McNeally have sold from time to time. It has always been a very poor predictor of future stock performance. More often than not, it has only been a good predictor of other investments: in homes, other startup companies, airplanes, etc.

The challenge is to note when the selling becomes "unusually" high. That is to say, at a level or frequency which does not appear to be part of a normal diversification plan.

I don't see that at Dell. It doesn't mean that the stock is overvalued, and doesn't mean that it isn't. Personally I think it is, and am looking for an appropriate short entry point.

mg
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