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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (1744)	11/26/2006 11:16:02 AM
From: Sr K	Read Replies (1) \| Respond to of 20435

I can argue against your points, easily. Being always long is aggressive. Investing is about measuring value and part of that is recognizing under-valuation and over-valuation. Example, how does HPQ compare to DELL? GM or F? Or what kicked off this contest, CSCO and DELL. There are times the market is safer than others. Historically, when the averages are way over their 200-day moving averages, it is "exuberance" to go 100% long. After we have a down quarter or two down quarters in a row, and surely some day we will, or a down contest period, it will look more obvious to allow shorting in this game. Unless it is too much of a "pain". I think "Picks of the quarter" refers to pick a spot (to invest or sell and reinvest). It's not the real world, for dividends, or other factors. But allowing a player to show a belief of over-valuation, other than sitting in cash, would make the input long or short more meaningful. Otherwise long positions seem to only reflect belief in positive developments within a company or its competitive positions or its technical characteristics.