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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Daniel Ray who wrote (11747)7/20/1998 5:23:00 PM
From: Mama Bear  Read Replies (2) of 18691
 
Daniel Ray, I just don't know why I'd want to short AMZN when I can short CFON, CCSI, OCOM, ZITL, ABTE, and very soon FIBR. I have very little worries with those stocks, if any double on me I will just short more. I know there are powerful forces that will keep all of those stocks depressed for sometime to come. At least 2 of 5 of the companies (CFON, OCOM) will probably be out of business within a year.
I just can't put a value on AMZN so how can I know if it's over or underpriced? I know Roger's a big fan of shorting AMZN, but my return % has gone up a huge number of basis points since I quit shorting high RS stocks.

Barb
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