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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (18569)	4/12/2000 9:16:00 AM
From: Paul A	Respond to of 18691

I couldnt agree more Dale, and thanks for the comments.. When I started this insanity 5 or so years ago, I could have saved tons of money and aggrevation if I just sat down and read a book on money management.. Almost going BR on ADSP where I put all my money into a short that exploded sure taught me one helluva a lesson :) I prefer shorting over going long only because when you manage to time it just right, the gains are fast and furious... but I have no problem covering a short and going long if I think its bottom.. no favoritism.. just mooonnneeeeeyyyyyyy When the market stabilizes, I like to have a few long positions and I use the shorts for trading.. since I dont have a ton of cash to work with I tend to only hold positions for a few days, so hit/miss seems to be the way for me to go until hopefully one day I have a mountain of cash and I need to park the money in various places :) lately try to go all cash each evening.. this thing is going to have to make a decision one way or another REAL soon..

To: Dale Baker who wrote (18569)	4/12/2000 9:26:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 18691

Dale... >>Just don't understand why trading and investing seems to be an either/or proposition for some. Thrown out for general discussion and reflection.<< In my wildest dreams cannot understand why people would not invest in both ends of the market. I surely could go along with people who prefer to simply stay long in a conservative portfolio but with the various valuations out there why not play both sides from time to time. Below is some food for thought about valuations that I clipped from today's The Street.Com. Makes me wonder as I am long CSCO! >>Finally, Cisco kid: "Just in case investors are feeling that the market has corrected itself and valuations are once again reasonable, consider the following," writes one valued source. "For half a trillion dollars, an investor could theoretically buy either 1) Cisco Systems (CSCO:Nasdaq - news - boards) or 2) the entire gas and electric utility industry in the U.S. In the first case, the investor would be buying a company with trailing 12-month revenues of $15 billion. In the second case, he'd be getting an industry that is paying about $15 billion per year of cash dividends. Oh, and with option No. 2, he'd have about $100 billion left over to go buy something else." <<