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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Henry Niman who wrote (2475)2/7/1998 3:58:00 PM
From: Pancho Villa   of 18691
 
>>GLX/SBH merger is NOT made in heaven. <<

Good! may help with my AHP short. IMO, drug companies are not a good [long term] investment now, everyone has the word out. I consider them risky momentum plays at this point. Of course, people will remind you of "safety of earnings", but IMO any stock selling at twice the growth rate (as this group is) is a dangerous one!
Pancho
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