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.
Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: DanZ who wrote (2112)7/14/1999 6:57:00 AM
From: Mama Bear  Read Replies (2) | Respond to of 10293
 
"The point of this data is that many short sellers entered their position before the management change that turned the company around."

I always find it interesting when folks know what is going on in the portfolios of total strangers. How do you do that? Are you one of those folks who can also tell when the stock is being sold to open, rather than to close?

"I know nothing about CUST but I seriously doubt if their story is remotely similar to GUMM."

Dan, I didn't notice you pointing out to Mike that YHOO, CPU, and KERA are also not that similar to GUMM. Of course in time we may find out that CUST and GUMM are more similar than they present themselves.

"Even though highly shorted stocks may tend to underperform over time, there are always some that outperform."

The study that I read gave the average performance, so of course there were some that went belly up, and some that outperformed. One would never know that from listening to the longs in the heavily shorted dogs. I do agree with you that money management is important.

Barb