Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Dale Baker who wrote (18569)	4/12/2000 9:26:00 AM
From: Bob Trocchi	Read Replies (1) of 18691

Dale... >>Just don't understand why trading and investing seems to be an either/or proposition for some. Thrown out for general discussion and reflection.<< In my wildest dreams cannot understand why people would not invest in both ends of the market. I surely could go along with people who prefer to simply stay long in a conservative portfolio but with the various valuations out there why not play both sides from time to time. Below is some food for thought about valuations that I clipped from today's The Street.Com. Makes me wonder as I am long CSCO! >>Finally, Cisco kid: "Just in case investors are feeling that the market has corrected itself and valuations are once again reasonable, consider the following," writes one valued source. "For half a trillion dollars, an investor could theoretically buy either 1) Cisco Systems (CSCO:Nasdaq - news - boards) or 2) the entire gas and electric utility industry in the U.S. In the first case, the investor would be buying a company with trailing 12-month revenues of $15 billion. In the second case, he'd be getting an industry that is paying about $15 billion per year of cash dividends. Oh, and with option No. 2, he'd have about $100 billion left over to go buy something else." <<

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