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

To: xcr600 who wrote (188)	12/27/1998 9:08:00 AM
From: Dale Baker	Respond to of 287

I'm still holding CCSI, TERA, MCAR and ENML short. But in the past few weeks I have made significant money on the long side with short-term trades in AOL, CMGI, INKT, EBAY, SKYM, KTEL and others. My New Year's resolution (a bit early but what the hell) is to follow the mo-mo stocks of the day and make what I can scalping. It helps me finance my value investing. ;<)

To: xcr600 who wrote (188)	12/27/1998 8:27:00 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 287

xcr, agreed. Although I didn't use Bill Wexlers long picks - except a $1.5 ride on CPU, I understood the message "This market should not be shorted". The other message was (which I posted on several threads): No shorts in the big issues. Too much power not only to lift the big guns by single % a day but to absorb the few pieces hitting the market. Therefore I have no idea what should stop yahoo, amzn, ebay & cmgi. Bill meant: Ok, no need to be net short the market. But selling (even: short selling an issue) demanded luck and high sensibility for the ending of a momentum-run up. Therefore I shorted and averaged up - CNWK, SPYG and recently IMAL... Unfortunately I was forced out of ZONA,ENML and recently FIBR. Others, like CYPH and MCHM I covered earlier. My take is that "crowded" shorts (AG language) should be avoided in bull times, you can't bet whether you are alive the other day. What has been a welcome - and predictable support in bear times, turned into a bunch of gasoline in the ongoing bull market. C.