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

To: Pancho Villa who wrote (8699)12/21/1997 12:10:00 PM
From: Timoteo  Read Replies (1) | Respond to of 9285
 
AVNT: after reading the Reuter's release (less biased than AVNTs or Cadence) I will be shorting more. I think this one could drop like a rock at any time.

Timoteo



To: Pancho Villa who wrote (8699)12/21/1997 3:31:00 PM
From: tcarnes  Respond to of 9285
 
dear pancho thanks i will wait on avent. cnc is a maze
of transactions i don't understand insurance. medicare liabiliy
in mass. interesting selling of 11.5 bill. in assets
is intresting this would explain the cash and rev. and
price to sales. also 7.0 bill in flakely mortgage
backed securities. the mergers are way over my head.
interesting. have a nice barbecue. tj.


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