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Strategies & Market Trends : Roger's 1997 Short Picks
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To: Jon Tara who wrote (4956)8/26/1997 9:28:00 PM
From: Roger A. Babb   of 9285
 
Jon, it is scary when you and I agree on the market, last time we took a big dive. (For those who don't know I am a fundamental investor and Jon does TA, we are often on opposite sides of stocks such as CTXS).

I am shorting Citrix based on the funny treatment of the MSFT windfall in their financials and because I think they will have trouble maintaining any kind of earnings growth now that the multi user NT world is becoming competitive. (Witness the new Corel Remagen product). I think a fair value for CTXS is in the 20's because of all the MSFT cash, but given management's past history I wonder about their ability to make use of it.

My over all short term portfolio is heavy to shorts and cash. But my long term accounts remain fully invested long as they have been for 30 years, I do not trade the long term accounts. However, I do vary cash additions to the long term accounts based on the market and have not added to them since May, recent money is in short term bonds.
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