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 (11751)	7/20/1998 5:52:00 PM
From: ItsAllCyclical	Read Replies (1) of 18691

For all those still shorting internet stocks, I'd load up on second tier internets as a hedge. NSCP from a value standpoint. Changing business strategy. EGRP and AMTD from a value/growth, positive earnings standpoint. NAVR and LEAP for pure momentum, just starting to turn profits. Since I've given up shorting internets I've almost doubled my portfolio in a month. I'm only buying the second tier/value plays. Internet mania won't end till more of these second tier company's get out of whack (may have started already with broadcast.com, but still early).

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