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

To: Kip518 who wrote (7697)4/23/1998 4:27:00 PM
From: CalculatedRisk  Read Replies (3) | Respond to of 18691
 
Kip, re:TAVA. I will not short until I see this quarter's report ... and even then I might wait awhile. I watched DDIM for 5 months before shorting and ACLY almost as long. Patience is hard work<g>!

Good luck with your long position!
Regards, Bill



To: Kip518 who wrote (7697)4/23/1998 9:57:00 PM
From: Pancho Villa  Respond to of 18691
 
I think we all agree with you on TAVA not been a good short [yet]. let's see what GNET brings! It owns to of my favorite sites: SI and stocksite.

Pancho



To: Kip518 who wrote (7697)5/25/1998 1:14:00 PM
From: Wade  Read Replies (2) | Respond to of 18691
 
Kip,

I hope you have covered your CUNO shorts. Cuno was mentioned by Barron's this weekend. And, a net-friend informed me that Cuno offered one day free donuts and coffee to employees without explanation last week. CUNO has been one of the two best run filter companies in the last two years, IMHO. Good luck.

Sincerely,
Wade


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