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

To: Jimbo Cobb who wrote (10795)7/1/1998 4:31:00 PM
From: Mama Bear  Respond to of 18691
 
mark, not all stocks have been going up. I've made a nice ROI YTD on the short side of my portfolio. I do think it's because I decided to stay away from high RS stocks such as your examples.

I'll bet my portfolio has a lower beta than yours as well.

Barb



To: Jimbo Cobb who wrote (10795)7/1/1998 4:36:00 PM
From: Roger A. Babb  Read Replies (2) | Respond to of 18691
 
Mark, any short who is getting crushed went in too big, too early. I am happily increasing my Internet shorts as they blow off. Hope they go up a bunch more before the crash.


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