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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (6656)	11/8/1997 9:26:00 PM
From: Carl H. Gotsch	Read Replies (2) \| Respond to of 9285

Pancho, >Try to avoid impulsive tactical trading moves [this is advice I keep on giving to myself to stay in check]< Can't you devise some sort of mechanical gizmo, e.g., using voice recognition, that would require a novice investor to chant before trading--at least 5 times 10 minutes apart--This is not an "impulsive tactical trade." I will provide the venture capital. It would have a high personal ROI! --Carl

To: Pancho Villa who wrote (6656)	11/10/1997 11:46:00 PM
From: nonzeroa	Read Replies (1) \| Respond to of 9285

I agree Mobious/Templeton are great managers. I've had a chance to work with them indirectly and have seen some of their presentations and I've always been very impressed. I'm generally pretty critical of the Street, but Mobious/Templeton's reputation is well deserved.

To: Pancho Villa who wrote (6656)	11/11/1997 2:10:00 PM
From: Shoe	Read Replies (1) \| Respond to of 9285

Pancho, Mobius may be smart but I doubt he's worth a premium over NAV, so I have been short EMF for some time as a hedge of other emerging market investments. As for risk reduction through international investing, see this week's Economist, p. 84 -- long-term positive correlation across countries averaging only 0.5, but correlation growing within regions. For Europe, you have to pick pretty well to beat buying the closed-end funds at present discounts, IMHO. -- Shoe