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

To: Pancho Villa who wrote (2449)	2/7/1998 10:04:00 AM
From: Pancho Villa	Respond to of 18691

To All: The list of shorts for this Hedge Fund manager locking in 89% in 97 include ZITL and ACLY (and guess what? IPIC) interactive.wsj.com Pancho The link is from Barron's

To: Pancho Villa who wrote (2449)	2/7/1998 1:22:00 PM
From: Carl H. Gotsch	Read Replies (2) \| Respond to of 18691

Pancho, <<This week trades took me from a market neutral position*, 80%long, 80% short, 20%cash, to a net 20% short position, with 75% long, 95% short, 25% cash.>> In assessing the market projections implied by your resource allocation, it would be good to know if these percentages refer to an active trading account or are calculated on your entire portfolio, i.e., including 401Ks, IRAs, etc. If they apply to everything, then you are indeed in a bearish mood!<g> Regards, Carl