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 (3226)	2/19/1998 8:47:00 AM
From: Timoteo	Read Replies (1) of 18691

Roger and all: a long hedge for your shorts: TWI. A while back on Roger's Portfolio Thread I was beating the drum for Titan Wheel. It was trading around 14, eventually ran up to 21 or 22 and is now around 19. They are the premier manufacturer of off-road wheels and tires and have six consecutive years of record revenues. They have been investing a lot in R and D, nonetheless they still beat estimates of .15 for the quarter by .04. According to CEO, Asian crisis may actually help them. Full text is on YHOO this morning, forgot to cut the link. TWI is one of my stalwart holdings and is very undervalued IMHO. FWIW. Best wishes, Timoteo

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