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: space cadet who wrote (13764)	9/14/1998 4:01:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

Mark, Thanks for the nice input. I myself also wish a sizable pullback in the next few weeks. Actually better this week! Otherwise all my DELL shares will be called out (I wrote Sept. 55 covered calls on all my shares!). I think that they can come up with 0.29 this time. All you need to do about DELL is to check out whether its parking lot is full during the weekend. This has to be an amazing company. I like ASND because of the takeover possibility. I bought 20 Oct. 40 calls when the issued dipped to about 35. Will LU be the suitor as rumored coming October? I begin to like SUNW because these guys capitulated to Mr. Softie. And since SUNW spotted a very low PE multiple, I guess that it's a good candidate to sell naked puts. As far as DIS goes, I just don't see that the issue breaking 20 on the downside. So maybe selling some puts on a monthly basis is not a bad idea. I think that this baby probably will be dead for a while. Hope that the market crash again soon...otherwise I will begin to sell naked puts as early as next week. Sure I will play some earning games for October. DELL is a must play in November. Actually since I focused on DELL two months ago, I lost interest in almost all of the other issues. No single stock is more exciting than the issue that our dear Fleckstein called 'strong short' when it was traded below $1.50 (split adjusted). It more than surprised me that Mr. Hickey called DELL to go down to book value. What a genius! good luck, larry!