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Strategies & Market Trends : Pancho Villa's Short Analysis File -- Ignore unavailable to you. Want to Upgrade?


To: Pancho Villa who wrote (183)12/24/1998 10:56:00 AM
From: put2rich  Read Replies (1) | Respond to of 287
 
Pancho,
Merry Christmas and wish you the best. Briefly what drove the market up crazily besides rate cut, econ. is doing fine, but corp. may have lower profits next year? Is that many jump in the stock market to buy?
Thanks



To: Pancho Villa who wrote (183)12/25/1998 1:33:00 AM
From: Bald Man from Mars  Read Replies (1) | Respond to of 287
 
<< MSPG VRSN MFNX and PVN have more than double on me. BERY
dangerous pupies! >>

How can you survive with all these puppies double on you ...
Merry Christmas to you and your family ...



To: Pancho Villa who wrote (183)12/25/1998 1:40:00 AM
From: Bald Man from Mars  Read Replies (1) | Respond to of 287
 
Buddy, there are 30 names on that list ...

Just curious about those that double on you ...
take MSPG, currently at 66, that means you shorted below 33 ...
what value do you put on MSPG ??? I thought the fundamentals don't matter as far as nets are concerned ... how high or how low before you consider covering ???



To: Pancho Villa who wrote (183)12/27/1998 7:00:00 AM
From: Dale Baker  Read Replies (2) | Respond to of 287
 
I'm amazed at your persistence but I couldn't recommend your money management to others. Not only are you way behind on paper, you are missing opportunities to go long in these companies in short term trades.

No offense, but I just don't get it. Part of my new philosophy as a "value agnostic" with high-flying stocks. I will take whichever side of the trade makes $$$.



To: Pancho Villa who wrote (183)1/8/1999 7:42:00 AM
From: Dale Baker  Read Replies (1) | Respond to of 287
 
Just FYI, I covered ENML and stopped out of MCAR and TERA. Still short CCSI and shorted FIBR for in and out 3 1/2 points.

Also long KEA looking for 45 and bought MFNX yesterday at 37 (already up 10%). MFNX is a freight train from what I can see. Nothing will stop it except a market reversal.

Hope you have a better year in 1999.