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

To: Jeff Jordan who wrote (3849)	3/2/1998 3:14:00 PM
From: wendell morris	Read Replies (1) \| Respond to of 18691

now that is not called for. this crazy market has everyone calling its downfall before the top which, of course, no one knows.

To: Jeff Jordan who wrote (3849)	3/2/1998 3:22:00 PM
From: Pancho Villa	Read Replies (2) \| Respond to of 18691

>>I'm convinced! Anyone who takes your investing advice is a fool!<< This is a free country. You are entitled to an opinion but please notice I am not in the investment advicing business. I use SI as my personal filling system plus have fun interacting with other investors. Ay one who thinks short term market fluctuations can be predicted is mistaken. >>I'm sorry, IMO your an idiot when it comes to picking stocks to short<< Again, you are entitled to an opinion but this is not the kind of language I am used to seeing around Roger's. Tru the following write down the prices of BFIT, AVEI and AOL today and then come back 12 months from now and then you will have earned the right to call me a fool. Pancho BTW: didn't you know that there are many academic studies showing that analysts do a terrible job of estimating earnings, even 12 months out? so the 98 earnings estimate for AVEI is subject to significant error.

To: Jeff Jordan who wrote (3849)	3/2/1998 3:48:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

As I told you I use SDI as my filling system. So I was surprised to find this post to you: Message 3453449 Jeff: As you have probably read from my posts, my short position is based on long term fundamentals. I do not try to predict short term moves even though these are nice to see when they happen in a timely manner [i.e. in your favor soon after you short the stock. My time frame for seeing this short work is 9-12 months as I have said in other posts]. IMO long term price movements should prove me right. Pancho PS: BFIT is my largest short position. I guess you did not understand my previous post, or have poor memory, or just like to blow some steam at others, or your wife/girlfriend or whatever is not treating you well at home, or you are almost broke from senseless trading, any of which is driving you mad. Sorry but these are not my fault. Pancho