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


To: Pancho Villa who wrote (4819)3/12/1998 2:05:00 AM
From: dumbmoney  Read Replies (2) | Respond to of 18691
 
Subject: NINE

Check out the crazy trading activity on NINE, from 1.5 to 4 in the last two days. No public information justifies the move. NINE is another TSNG in my opinion (except that NINE has no cash!)



To: Pancho Villa who wrote (4819)3/12/1998 2:11:00 PM
From: CatLady  Read Replies (1) | Respond to of 18691
 
Hi Pancho,

My issue isn't with diversification at all. I'm a believer in it.
My issue is with using beta and/or volatility as an adequate measure of risk. There are business and market risks that aren't that easily quantified, IMO.