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

To: Kailash who wrote (16927)	1/12/1999 1:00:00 PM
From: Don Westermeyer	Respond to of 18691

It is hard to tell what holdings are in BEARX right now. Last September I think it was reported that a few internet stocks were short in the portfolio. Tice trades stocks a lot though so I really have no idea what is in the BEARX portfolio now.

To: Kailash who wrote (16927)	1/12/1999 1:27:00 PM
From: Eric Klein	Read Replies (1) \| Respond to of 18691

Take a look at USPIX instead of BEARX. Pro Funds Ultra Short OTC USPIX tracks the NAS 100 times 2. That is if the NASDAQ goes down 5% USPIX rises 10%. (of course if the NAS rises 5% USPIX drops 10%). I have a problem with BEARX in that it doesn't track the indexes very well. In December when the market had a couple of 1 day drops, BEARX did not go up much, but USPIX did. P.S. BEARX was short AMZN last year, but I don't know what their current position is.