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


To: mattie who wrote (253)4/21/1999 4:41:00 PM
From: Dale Baker  Read Replies (2) | Respond to of 287
 
Just as an example, I am short GBUR, ICCAC, ZONA, VLNC, ENMD and PRBZ.



To: mattie who wrote (253)4/22/1999 8:14:00 AM
From: Pancho Villa  Read Replies (1) | Respond to of 287
 
>What would be your top 3 short ideas at this time? <

You would probably do well on the long side of whatever I advice as a short:-(!

Look at NSOL (Thank god I never shorted it) following asencio's report asensio.com lot's of people thought this was a sure bet on the short side. At least in the short term, shorts were wrong.



To: mattie who wrote (253)5/20/1999 2:19:00 PM
From: Sid Turtlman  Read Replies (1) | Respond to of 287
 
mattie: A very belated response to a post of yours a month ago. You mentioned MARC as a stock that you were short. That was once a big long with me, in the mid 1980's. I haven't done anything with it since, but on the surface it seems reasonably cheap, with good cash flow, etc. I'm curious what the bearish case might be? Thanks.