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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Dale Baker who wrote (18654)2/18/2001 1:00:24 PM
From: Roger A. Babb   of 18691
 
Dale, don't underestimate the ability of AMZN to sell more debt. Even ZITL was able to mortgage its stock price and extend its life.

I am not sure of the time frame for WTBK to move up. We are only at the very beginning of recognition of the energy crisis and are maybe a year away from seeing the beginning of a rush to buy generators and other products in response to the crisis. Thus I do not expect big benefits to revenue in the near future, the question is if we will see price movement in the "energy crisis sector" in advance of the actual product demands. I consider WTBK a long term "buy & hold" at this point.

I am sure that there are many other companies that will be both winners (and losers) as our economy adjusts to radically higher energy costs and shortages, thus my new thread.
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