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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Spunky Beaver who wrote (15)8/5/1998 11:17:00 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 19428
 
Try LBOR (story just starting to get known), CLCX (probably puts w/ an 80% delta as it is very hard to borrow), SRCM still quite a bit more frustration there & CYPH (more likely to come).

All of the above except LBOR are already getting crowded, but that's OK in the given environment, people are selling these kinds of stocks much more quickly than they are selling good companies with honest management.In no position should you have more than 5% maximum of your portfolio equity (that's why we've got so many). Put a cover 10% above where you get the short done and be disciplined about covering.Put on these positions on any market rallies, do not chase them down.