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

To: White Shoes who wrote (415)1/8/1998 3:19:00 PM
From: Ploni  Read Replies (1) | Respond to of 18691
 
I also ordered a book from AMZN and liked the experience, though delivery did take over a week. But I also drink Coca-Cola and like it, yet recognized that the company was very overpriced (and it still is) and I made money on puts.

I think anecdotal evidence is important, but looking for overvaluation is even more important.



To: White Shoes who wrote (415)1/8/1998 3:22:00 PM
From: vegetarian  Read Replies (2) | Respond to of 18691
 
I agree with you about AMZN and YHOO; I agree they are grossly overvalued but I have used their service and like them, that is not to say I will not be tempted to short them when the environment is congenial.
I have also used AOL and they stink and I am short.


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