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

To: Roger A. Babb who wrote (2743)2/11/1998 3:19:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 18691
 
Roger: RE: Increased short positions. IMO this is the way to go sell high buy low. I have increased significantly my short exposure as in the last two weeks I have only found it worthwhile to sell overpriced stocks (long and short). Has worked in the past, should work in the future. Will not cover any short position in a high market.

Pancho



To: Roger A. Babb who wrote (2743)2/11/1998 8:40:00 PM
From: tekgk  Read Replies (1) | Respond to of 18691
 
Roger,

I'm sure you don't remember me, but, a quick note of thanks ... I was going to short AOL at 80 but you convinced me to wait until it hit 100. I am sure glad I waited. I still haven't changed my original fundamental evaluation that AOL is worth about $20/share. The recent rise has convinced me to wait until a well hyped split has completed. BWDIK.


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