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

To: Pancho Villa who wrote (6812)	11/11/1997 4:25:00 PM
From: Bonnie Bear	Read Replies (2) \| Respond to of 9285

Brokerage stocks are really hard to analyse because brokerages have so many ways to hide what they are actually doing. P/E works well. Schwab will not grow by 40% next year, you can bet it's headed down. Many own preferred stocks and foreign bonds and must be taking a coldwater bath right now. When you see a bottom to the international crisis buy DLJ and BEN. DLJ appears to be significantly underpriced. I looked at the bear market situation and decided to restrict my efforts to shorts/longs on brokerage stocks instead of mutual funds, plus RYURX and BEARX, as a low-maintenance portfolio. As far as I can go back in history the stocks of the brokerages were better than their mutual funds in a bull market and made better shorts than the S&P in a bear.