Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: drsvelte who wrote (8774)	12/24/1997 6:49:00 AM
From: Pancho Villa	Read Replies (1) of 9285

drsvelte>>Things are insane when we wait for AOL to get to 100 to short! Yikes! At the same time you've got the drillers beaten down to incredibly low P/E's with demonstrable product and earnings. What is wrong with this picture?<< IMO the market is starting to break down. Weird sector rotations going on. Nifty 50's environmemt of the late 60's developing...Drug stocks, AOL, YHOO, BFIT going higher just becouse of no Asia exposure... How is PG doing? haven't checked a quote but bet you it is over 80 and a PE approaching 40 for a joint that has traditionally grown at about 7% (they are in the business of doubling every 10 years which is not chicken S... either, but does not justify a MSFT style PE). Pancho PS: I forgot GE. Anyone out there short GE? The problem with shorting GE, PG, AHP is the dividend payment. That is a considerable expense for shorts. I have a small long position in G. If I didn't have my position spread over 4 keogg accounts I would sell.

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