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Pastimes : John Dessauer's Investors World

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To: Keith Garlitz who wrote (1534)8/29/1998 8:23:00 PM
From: robert emann  Read Replies (1) of 2346
 
Keith;
You raise some good questions regarding his picks. Everyone is down these days yet everyone on this thread picks on JD. Good to have discussion. Agreed, he needs to explain why he is selling in his fund while giving us contradictory reports on the hotline. I suggest many other advisors are doing poorly right now. If anyone disagrees tell me an advisor who is up??????
Solely my opinions, HET- love to buy now but all gambl;ing stocks are out of favor. Once Japan resolves problems, if ever, buy.
LSI-everybody was wrong on this one including the CEO. Probably a good buy now but must have a long term horizon.
Asia stocks-all continue to be a disaster. I have big losses in FFS. I would love to buy the rest of the Fletcher group but will not until Japan settles out.
HLT-disappointing acquisition. Nothing will happen until split up. Hotel stocks down as hotels are now overbuilding. Need a cancellation of some project. And Bollenbach refused an offer of $40. Thanks.
CBL=I am buying 200 shares Monday as a start up position. Staying away from BP and MRO until oil firms up. Both are great companies. Bp buy of AN at bargain basement prices.
MOT-sucked for the last 4 years and will continue. Let me know when they had the last good quarter.
HK plays will collapse when government support goes.
STD and ESF-these hurt badly. They will not be resolved until the banking crises in Latin America is behind us.
US financials-CCR should be doing great,with housing starts increasing yet they get no respect. I still love them.
the Generals-very disappointed. Sold most of my GTE and GM after merger and strike. I thought there was some pretty lousy managers out there but did not think GTE and GM was included. Was I wrong. But at least I made money on both. If anyone would care to explain why I should hold GM or GTE I am all ears.
Regardless, I still will subscribe to JD until some points out a better advisor.
Bob
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