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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Ben Graham who wrote (7021)11/14/1997 10:54:00 PM
From: Pancho Villa  Read Replies (1) of 9285
 
Hi, Ben nice piece on BTIM. This one is a turkey but unfortunately in WS there is a bunch of crazy kids playing with someone else's money and rewarded only on assets managed basis not performance. These guys can drive this puppy to 40 with no remorse...Money managers that rememeber the years of the great depression are all gone.

PAncho

I ache to short this one but I am afraid...

PS: still short IPIC and today added AHP to the [short] list. You don't have to but it would be nice to see a reply to previous posts I made to you.
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