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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (3269)2/20/1998 10:16:00 PM
From: valueminded  Read Replies (2) | Respond to of 78510
 
Mike:

Considering the lack of good value plays, and the high prices, how do you establish what acceptable shorts are. ( I have just been creamed) in the short department and have covered most at this point. High price to sales, is not an impetus, missing earnings is not necessarily a bad thing - depending on the market sentiment when earnings are released.

Would like to hear your rational for some possible short candidates. Value (or lack therof) does not seem to be a good enough reason.



To: Michael Burry who wrote (3269)2/21/1998 11:57:00 AM
From: Ron Bower  Read Replies (1) | Respond to of 78510
 
Mike,

I had read the article you mention just before logging onto SI. It reflects my thoughts also - as I posted last week.

But 'shorts'. Get outta here! You've decided to become a market player? You gonna go from looking for undervalued to overvalued? That's a change in thinking that would be difficult to make. What next, options trading? The thread will miss you.

-g-
Ron


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