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

To: Bob Trocchi who wrote (8049)12/9/1997 8:31:00 AM
From: Pancho Villa  Respond to of 9285
 
TO ALL: I am just wondering how come the market is so strong given the fact that not making earnings has been the news of the day, Yesterday it was KO and ORCL, Hilton last week it was COMS...
Asian/S. America currency translation will be a minus for the likes of PG yet the stock is over 80 (basically doubled as it was around 80 before split this time of the year in 96). Yes, it is Xmas buy time...

Pancho



To: Bob Trocchi who wrote (8049)12/9/1997 10:31:00 AM
From: Jumper  Read Replies (1) | Respond to of 9285
 
Bob, I have another Bob for you to meet :)

Bob Gintel
Member 3370672

Bob has something like 45 million of his own money in the fund he manages, you never know who you are talking to on SI. He own a substantial position CKFR. He has a seat on the exchange and manages about 250MM in assets, currently he own invests in 6 stocks.

His style is "Put all your eggs in one basket and watch the basket closely"


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