Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (6269)	10/29/1997 4:33:00 PM
From: Blue On Black	Read Replies (6) of 9285

Roger, Perhaps, this violates the rules ofthe thread, but I have a general question for anyone with more (read 'any') international experience. I have been shorting ADR's recently and only recently covered. I have had second thoughts. Given the news on the 'Pacific Rim' - massive debt,over-capacity, monetary problems, general political uncertainies, and our investigations into campaign contributions from the region, it would seem that a massive short of companies from that area would be in order. Is there something else I should be considering? I would appreciate anyones thoughts on this. lee

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