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

To: peter michaelson who wrote (14786)10/24/1998 10:04:00 PM
From: Phil(bullrider)  Respond to of 18691
 
peter,

I considered shorting a few hundred shares of BRKa, but Warren has too much of the fund invested in commodities (gold, silver, etc.), and too much in bonds.

Not volatile enough for me.

Have fun,
Phil

P.S. If you believe that, I have some shares of a bridge in Brooklyn I am trying to dump, er, I mean sell.



To: peter michaelson who wrote (14786)10/25/1998 2:43:00 AM
From: Shoe  Respond to of 18691
 
In a poor man's hedge fund, why not Short BRKb?
Peter, I agree with you on this one (beware!) and I have been short BRKb for some months now, to balance some long positions in real mutual funds trading at prices easier for me to understand. Q&R online doesn't seem to mind shorting small odd lots. -- Shoe


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