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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (6122)	2/26/1999 1:42:00 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78485

James Clarke (and DJ8000). So it's about feelings is it? BAAD feelings. Tons of due diligence and study and selectivity to find and buy those oh-so-few-but-special stocks, but in the end, selling on feelings. Buy on fact, sell on fear. Interesting method that.

To: James Clarke who wrote (6122)	2/26/1999 1:50:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78485

Jim: If you think your picks are better than market, consider shorting futures to get net beta where you want it. If you're right, you'll get the alpha, without the beta. Mini S&P if the big stuff is of most concern, Mini valueline, for a broader take that probably more closely mirrors your portfolio. You could also short SPY S&P DEPOS RECPTS for smaller chunks. The futures short would be taxed 60% long term...which helps if you're right, but hurts if your wrong. Bob