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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Ploni who wrote (3903)3/3/1998 10:13:00 AM
From: TAPDOG  Read Replies (3) of 18691
 
Charles, I just shorted a small amount of LAMR. I think it is a good short if the market breaks but - along with BFIT, LBOR, PCTY, WDRY - seems to have good momentum. Also it is probably on people's list for stocks with no Asian influence that would do well in a strong U.S. economy. But its valuation seems high and debt seems higher.

Also, it seems like AMZN stock is not available to short at the brokerages I tried this morning. I might have to try a synthetic short with options, except that the transaction costs might be prohibitive.
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