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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (8403)12/19/1997 8:09:00 AM
From: Pancho Villa  Read Replies (1) | Respond to of 9285
 
Bill: RE: TRBO I am still short! I have not touched a single long/short position since I left the states. Due to my low net long exposure I have held pretty well. I do wish the y2k would show more weakness but I am patient. My most promissing/safe/largest position short continues to be BFIT. IMO that stock will be down to 5 within 12-18 months but may continue to short strenght thorugh 98 Q1, providing an excellent opportunity for further increasing a short position. I am also short seec, ddim, acly, alyd, zmax, avnt (nice ride from 27 on this puppy), aol, yhoo, ipic,cnc and of course zitl. Still considering ZONA. but would have to liquidate a position to get in. Any thoughts on acly, alyd recent strenght?

Pancho