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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Ploni who wrote (1224)1/22/1998 2:46:00 PM
From: Cosmo Daisey   of 18691
 
Dr. Stein,
I have shorted GTW in the past for good returns but its always one to keep an eye on because it turns quickly. GTW isn't a value added maker, just assembling parts from suppliers. Long term its who is the best at marketing that survives. I am out of GTW now and think its on a run up at the moment. My T/A says watch for now. Beware of analysts, they are usually telling the oposite of their intention. Earnings reports can be scary, caution is needed here. If it starts down there will be plenty of time to get in.
Dr Daisey
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