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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: truthcommission who wrote (48372)3/4/2001 9:58:38 AM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Truthcommission, thanks for your honest candor!

I think the risk/reward from shorting is terrible right now.

Many of us here have ceased shorting activities as well. . . and are just looking for the best long bargains we can find. . . establishing cores and waiting for bottoms and turnarounds. And there are even some [though not many] here who played 2000 beautifully, getting out a year ago this week. . . playing defensively throughout 2000 and still with a handsome sum of inflated equity with which to turn long here. . . .

It is hard to imagine people just now beginning to turn short. What a risk.

Best wishes,

Rande Is



To: truthcommission who wrote (48372)3/4/2001 12:49:16 PM
From: American Spirit  Respond to of 57584
 
Agreed completely. And good to hear from a long-time short. You're smart to get out now with your winnings and apply them to the long side with a longer investment horizon in mind. When great companies like VZ, LSI, WCOM etc. hit the 10-13 PE range it signals a bottom to me. Shorts have had a great five months but there does some a time when enuf is enuf, rate cuts or not.


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