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

To: Pancho Villa who wrote (6788)4/12/1998 1:32:00 PM
From: joe smith  Read Replies (2) | Respond to of 18691
 
pancho,

glad to hear i was right about the margin man. im up for the year but still way way down from my peak last october. a market correction will get me back to october levels quickly. at this point shorting mostly the overvalued semiconductor co's now. will short dell again now that it has moved back up and failed yet again to get thru 69 area. also, am going to add some amzn and aol. not a lot,just enough to make me watch closely. i think they are within 10% of tops now.
good luck,

js



To: Pancho Villa who wrote (6788)4/12/1998 1:43:00 PM
From: joe smith  Read Replies (1) | Respond to of 18691
 
pancho,

forgot one thing. congrats on your short of seec. however, i wouldn't be too quick to reload on that one. imho they are going to be a great long gong forward, correction or not. in fact they are one of only three companies i have bought long and now hold. revs groving 400% a year. significant earnings the last few quarters. take a look at the last few earnigs reports.

js


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