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

To: Jeff Jordan who wrote (2546)	2/9/1998 5:14:00 PM
From: Pancho Villa	Respond to of 18691

>>You sure do pick great longs!<< Remember also I am long COMS and even though I had last sold *I believe in the 50-55 range, I started accumulating at 47 at the time of the Asian crisis. Wrong move. IMO no too many long opprtunities now a days. Much easier to find good shorts. >>Have you thought about ORCL or OXHP ? << OXHP I like but have to study it carefully. Unfortunately, I sold it too soon today at 195/16. Read my last post in the OXHP thread for my reason for selling. ORCL don;t know the business. Upgraded today, may be a good momentum play but risky. The upgrade may just be part of what I call analyst prostitution, trying to get people to trade; these upgrades, however, seem to work short term. >>Unfortuneatly I bit on BFIT.....<< Unfortunately the internet, popularity of investing, speed of news are making people, even the best of fund managers become extremely (? how good are the best)short term oriented. Just look at portfolio turnover rates. I think even old man Templeton's are going up... IMO BFIT should work within this year. Have got to be patient... I must admit I am also suffering from the short term disease. And IMO short term trading loses you [I mean me!] money. Pancho