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 (8161)	5/2/1998 3:51:00 AM
From: Dan Ross	Read Replies (1) of 18691

Roger, what do you think is the best short in the universe today? I am not touching the internet stocks.....too much momentum (which has slowed altogether)....don't trade on fundamentals at all... Just curious.....Looking into ZONA.......Looks interesting......I covered ZITL today.....Made 6 points on 1000 shares......YES!!!!! Regarding the markets Interest rates will go higher.....corporate earnings growth rates will slow....the market will fall......Valuations of the S&P 500 companies (primarily large multi-national companies) are based on ludicrous expectations........strong growing cash flows and low interest rates causing the multiple to expand......This is why the market has advanced..... However, the labor market is TIGHT.....I am graduating on Friday ....Trust me, some of the wages my classmates are making are out of this world.......This will cause the Fed to tighten in May IMHO....... P.S. giving up SI wasn't that hard.........I just took up golf.... Dan Ross Good Luck

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