Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kip518 who wrote (4592)	3/9/1998 9:07:00 PM
From: Pancho Villa	Respond to of 18691

>Pancho, I'm not sure how you can call it a mistake. Had the position not been unwound too soon, it would have outperformed the equities he shunned. < I thought the benchmark for him was the market not his own equities. Pancho

To: Kip518 who wrote (4592)	3/9/1998 9:39:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

Kip and all look at what Cramer is saying: thestreet.com One person who's not waiting is hedge fund manager and TSC columnist and co-chairman Jim Cramer. In a speech Monday to the New York Society of Security Analysts, he named Yahoo when asked for one stock for investors with a five-year outlook. Cramer was similarly bullish on AOL, saying "To not own them is crazy." IMO his fascination with the internet is clouding his view. Pancho