Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (1351)	1/23/1998 3:40:00 PM
From: WBendus	Read Replies (1) of 18691

Roger, You had mentioned shorting Airlines in the face of an oil shock, which I think is a good play if an oil shock brews. Other segments that would be affected are interest rate sensitive plays like the financials. Airlines could be a bit tricky to short because the strong dollar is likely to bolster lots of overseas travel and I am not sure how the dollar reacts in the face of climbing energy prices. I suspect that the dollar would remain strong since we have one of the most stable and strong economies in the world. In that case, you may want to look for opportunities with domestic airlines, such as South West. Comments? Wayde.

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