SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Shorting stocks: Broken stocks - Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Q. who wrote (1939)10/21/1998 6:14:00 PM
From: John Dally  Read Replies (1) of 2506
 
Hi John,

Thanks for your numerous fine contributions to SI.

Since more money is being put into mutual funds whose fiscal year ends October 31st, much of the tax-loss selling now occurs at the end of October. The data shown in the graph supports that view.

Therefore, the strategy I would devise using the data from the graph, would be to close the affected shorts at the end of October and go long the "good" depressed cos at the same time (i.e. also end of October). November looks like a good month to be long these cos and I would ride them through mid-February.

I think that "institutional ownership" would be a relevant screening criteria for the end of October picks.

Best regards, John.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News