Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Wade who wrote (9164)	5/25/1998 2:15:00 PM
From: Kip518	Read Replies (2) of 18691

Wade, thanks for the heads up on Barron's piece on CUNO. I had missed it. Yes, I'm still short. While I have no problem with CUNO in terms of the quality of the company, products, etc. for me it is an Asian play. They got hurt badly last quarter in currency devaluations and, I expect, they'll report worse this time (earnings due out on Friday & the past few days the stock looks like its anticipating bad news). This piece could give it a little pop tomorrow and I may just give them their pound of flesh. I've more than made up for it recently in NTKI and ZITL. There are a lot better shorts out there right now, e.g. USWB, PTVL, ICXG, etc. and if I cover I'll get back some more shorting-power. If it hadn't been for Dr. Cosmo Daisy, I would never have even heard of this stock. He hasn't been on this thread for a long time. Wonder what happened to him? Kip

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