Auric Goldfinger's Short List Message Board

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Non-Tech : Auric Goldfinger's Short List

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To: Sir Auric Goldfinger who wrote (821)	11/28/1998 5:57:00 AM
From: RockyBalboa	Read Replies (2) of 19428

AG, I noted that there is some interest in shorting stocks with latin Am. exposure. (you named TSAR, earlied VTCH latam computer business was mentioned). IMHO I got careful, not shy electing short candidates where a sound backgound may attract money. Note that after the Brazil turnaround, expressed in the way Telebras' and other Brazil and Argentine stocks are traded in U.S. now and the outlook improved there - people may treat stocks with latam exposure as chance now. Just a thought, not adressing the other fundamental problem VTCH and TSAR may have. C.

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