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

To: TAPDOG who wrote (8889)	12/26/1997 5:38:00 AM
From: Pancho Villa	Respond to of 9285

Tappis>>Someone suggested that YHOO and AOL are better shorts. Probably true and I'm already short those and averaging up, but the problem with AOL and YHOO is that they are trading on stories that cannot be disproved until long in the future. BFIT and PCTY must perform within the next couple of earnings reports or it will tank.<< You make excellent points. Also, I think it is a good idea to diversify your shorts when you find more or less equaly good shorts. I am also short AOL and YHOO but if I determine PCTY is a hell of a good short that would be my next short instead of adding to AOL, YHOO, AVNT, BFIT or any of my y2k short positions. Pancho