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

To: tcarnes who wrote (8988)	12/28/1997 9:58:00 PM
From: scope	Read Replies (1) \| Respond to of 9285

You want a good short? Check out NANX If you can find stock to short.

To: tcarnes who wrote (8988)	12/28/1997 10:06:00 PM
From: Darth Trader	Read Replies (1) \| Respond to of 9285

RE: enml No long term debt, at least they are able to fund their salaries by selling stock <g>. $2.11 per share in cash. biz.yahoo.com Sure it's shortable, but I don't like to short anything less than $12 / share. JMHO.

To: tcarnes who wrote (8988)	12/28/1997 10:06:00 PM
From: Ploni	Read Replies (2) \| Respond to of 9285

Regarding ENML, Barb Payne has been short this stock for several months, so try to get her opinion of where it should bottom out, or if she thinks it's a terminal candidate. This company was written up by Bearons two weeks ago -- supposedly not in a friendly way. -- So many companies to short, so little buying (selling?) power.

To: tcarnes who wrote (8988)	12/28/1997 11:50:00 PM
From: Roger A. Babb	Read Replies (2) \| Respond to of 9285

tcarnes, several folks on this thread shorted enml for nice profit last Spring.

To: tcarnes who wrote (8988)	12/29/1997 6:26:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 9285

tj: RE: ENML. I read the piece in Barron's two weeks ago. IMO it may be a good short in the future. Short term, the company and bankers may continue to hype the stock until eventually they come to the moment of truth and have to show some statistical significance in clinical trials (kind of like the case for ZONA but for ZONA the lie is much closer to being exposed. Short ZONA instead if you find any shares). I know the toothpaste business (used to manage the Crest toothpaste in Venezuela in the early 80's). I know the Dr. Stockey (sp?)mentioned in the Barron's piece top notch scientist, also a consultant to PG. I flew him in for PR effort with Venezuelan dentists and minister of health in trying to obtain approval for superiority claim on cavity fighting vs. Colgate and others - wasn't able to get approval to the stronger advertising claim while I was at the helm). Pancho TO ALL: IMO it is a good idea to make a reference to how we come across a short idea (e.g., our own stock screen, idea from street.com, Barron's, Asensio, this helps put things into perspective. We are not reinventing the wheeel here).