Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: tcarnes who wrote (8988)	12/29/1997 6:26:00 AM
From: Pancho Villa	Read Replies (1) of 9285

tj: RE: ENML. I read the piece in Barron's two weeks ago. IMO it may be a good short in the future. Short term, the company and bankers may continue to hype the stock until eventually they come to the moment of truth and have to show some statistical significance in clinical trials (kind of like the case for ZONA but for ZONA the lie is much closer to being exposed. Short ZONA instead if you find any shares). I know the toothpaste business (used to manage the Crest toothpaste in Venezuela in the early 80's). I know the Dr. Stockey (sp?)mentioned in the Barron's piece top notch scientist, also a consultant to PG. I flew him in for PR effort with Venezuelan dentists and minister of health in trying to obtain approval for superiority claim on cavity fighting vs. Colgate and others - wasn't able to get approval to the stronger advertising claim while I was at the helm). Pancho TO ALL: IMO it is a good idea to make a reference to how we come across a short idea (e.g., our own stock screen, idea from street.com, Barron's, Asensio, this helps put things into perspective. We are not reinventing the wheeel here).

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