Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Nancy who wrote (14408)	9/10/1998 10:00:00 PM
From: Sonki	Read Replies (1) of 120523

nancy,picked up market gems, aol, yahoo,msft, sunw, fsesx,trv u think drillers have bottomed now? did not have time to study but some of these drillers have inside buying now. sold of all my puts that i had for hedge. still short those pfe puts...loosing mony and still enjoying thoughts of pickingup pfe at 92. bt book value =54. it has the biggest exposure therefor most beatern down. if i can get a bank at book value is that an out right steal? from the following it would seem BAC would be a buy? Here is the exposure to Brazil of the financial institutions. I do think i have the exposure of these banks to other parts of the worls. problems: russia is europe prob. japan is asia prob lat.am is us prob. exposure to Brazil: bankers trust 40% JP Morgan 34 Chase Man 16 CCI/TRV 10 21% cci Bank Amer 5 Today GE ceo said please don't treat me like a bank. after all this beating GE still at high PE. probably needs more beating if SP sells off.

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