Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Joey Two-Cents who wrote (4899)	3/13/1998 6:21:00 AM
From: Pancho Villa	Read Replies (1) of 18691

J2C: An Astralian (Damien) pointed out an interesting point which is that foreign investors are seeing the US as a safety heaven now. This makes sense to me. Historically, they have always been late to the party. It is interesting to see how little attention is been given to what is going on in Asia. I sold DAI and BMW (don't hae the ticker. trades on a pink shit) a few weeks back only to see them keep going up. Yesterday I sold HMC and TOYOY. IMO not the time to hold any auto stocks. Know a guy who is short C, haven't checked but it looks like a good idea. Short CCI. Regards, pancho PS: never looked atCMB, may be an even better candidate for all I know.

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