Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Pancho Villa who wrote (2273)	2/4/1998 5:47:00 PM
From: TAPDOG	Read Replies (3) of 18691

Pancho and Charles Stein: I've been following your comments but I only post when I have something to say. I've been short BFIT and averaging with Pancho, but not with quite the same enthusiasm. I'm also short PCTY, LBOR, WDRY. I'm waiting to short LAMR until after it splits. I sold these because they are over-leveraged and relying on earnings growth that I believe will never happen. I think that the market rallied these stocks because they do not have Asian exposure. My reasoning is that these companies will suffer from a slowing economy.

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