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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Pancho Villa who wrote (8699)12/21/1997 3:31:00 PM
From: tcarnes   of 9285
 
dear pancho thanks i will wait on avent. cnc is a maze
of transactions i don't understand insurance. medicare liabiliy
in mass. interesting selling of 11.5 bill. in assets
is intresting this would explain the cash and rev. and
price to sales. also 7.0 bill in flakely mortgage
backed securities. the mergers are way over my head.
interesting. have a nice barbecue. tj.
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