Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: David A. Stern who wrote (5235)	9/8/1997 6:17:00 PM
From: ItsAllCyclical	of 9285

Regarding CNWK. Short term it looks overvalued, but the whole internet sector is receiving tons on money from big institions not individual investors. I wouldn't want to bet against this flow of money in the short term. I believe after earnings would be a good time to look at this whole group. I would be looking to short large caps like COKE that are way above their growth rates (Coke has corrected somewhat so I'd look at others). These stocks may trade sideways to slightly up, but the risk/reward ratio is more in favor of shorting. I would not be inclined to short many small caps at this point. Just one opinion... Jim

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