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: Pancho Villa who wrote (8203)	5/2/1998 10:47:00 PM
From: John Rowton	Read Replies (1) \| Respond to of 18691

I would not cover the amzn short here, wait until at least tuesday and see if the Barrons article brings in some rationality. The article is great, some quotes form prospecuts about 1. slowing growth 2. increasing losses 3. increasing costs.

To: Pancho Villa who wrote (8203)	5/2/1998 10:51:00 PM
From: Joey Two-Cents	Read Replies (2) \| Respond to of 18691

Pancho just when I thought AMZN & the other Internet's were headed on their way down they received a new life. The safest way to play these stocks are to buy puts. And even then I would only buy puts on those stocks that have LEAPS. In addition to the banks I think Dell LEAP puts 1/00 may prove profitable. Also EK with its Fuji competition. As for the internets I think AOL is the only one with LEAPS and I'd be afraid to purchase them. However, I really do hope AMZN starts issuing LEAPS those I would buy in a minute.

To: Pancho Villa who wrote (8203)	5/3/1998 8:29:00 AM
From: Kip518	Read Replies (1) \| Respond to of 18691

Pancho, check out Marc Faber's column in Forbes. Like Fleck, he's been bearish a long time, but another caution on buying the dips. forbes.com Peter Elides (for those with access to Barron's) provides technical analyses of what he calls "the return of the sign of the bear" (a month long period of churning with up stocks making little headway against down stocks -- apparently fairly rare). interactive.wsj.com Some on the net this weekend suggest that the April 17th Dow high of 9167.50 is likely the market peak with a big selloff commencing this week (should know by Monday or Tuesday). Unfortunately, I'm off to Yurp for the week and will miss the fun if it proves true. Bon chance, Kip