Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Mama Bear who wrote (1448)	7/13/1998 10:38:00 AM
From: Graeme Smith	Read Replies (2) of 4634

CalculatedRisk, Bill, Barbara or anyone following Y2K stocks, What do you believe are the best stocks in the Y2K sector to short. Over the next 6 months I believe they will have the safest risk/reward ratio whether the market goes up or down. At the moment I am beginning to get quite nervous about the market in general and are looking to move to 50% safe shorts. My current portfolio of shorts in order of holdings is : DDIM (recent strength has given a good shorting opportunity) ZONA Zitel (everyones favourite) TAVA Amazon (the most overvalued of the top tier internet stocks.) KTEL (glad I couldn't short it at 25 before it went to 80. Annoyed I didn't short it the day they did the split and the insiders sold) CCSI (would be at the top but I have not been able to get any more shares to short through ETrade) YHOO (don't ask me why, stupidity. I went short despite believing Yahoo truly is the next Microsoft. I will cover as soon as it stabilises again) Apple (A hedge against my PC longs) Audio Book Club ACLY CD Now I am interested to see other peoples short choices. Especially CalculatedRisk and Babara as I trust your diligence. Many of the stocks in my portfolio now are internet but these are mostly short term, and I will cover again before the next internet wave. Longer term I feel very safe with Y2K and broken stocks. Unfortunately through ETrade most of the best broken shorts cannot be borrowed. Thanks, Graeme

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