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

To: Roger A. Babb who wrote (9009)	12/29/1997 9:12:00 AM
From: Dale Baker	Respond to of 9285

To cap off your year, Roger, I'm covering RMDY this morning. Too much tendency for it to shoot up when the market is feeling frisky like today. Better to bank the profit and see how it fares after January 1. Thanks again for picking RMDY in 1997. Good luck all.

To: Roger A. Babb who wrote (9009)	12/29/1997 9:37:00 AM
From: Mike Harkness	Read Replies (1) \| Respond to of 9285

Roger, please share your basis for shorting CTXS for 1998. Thanks Mike

To: Roger A. Babb who wrote (9009)	12/29/1997 9:52:00 AM
From: Timoteo	Read Replies (2) \| Respond to of 9285

Roger: agree with two of your top three. Currently short CTXS and YHOO. AMZN clearly overvalued, but I wish there was more float and less short interest. Has the potential for a good rise if we get a bull run. Still like AVNT. Think it could go to single digits in light of pending legal issues and upcoming share sale. Best Wishes, Timoteo

To: Roger A. Babb who wrote (9009)	12/29/1997 12:41:00 PM
From: White Shoes	Respond to of 9285

For 1998 I nominate AOL. Many believe that it is a high risk short. I would suggest puts instead of shorting, as part of an overall bear strategy. I have gone both ways on AOL. Bottom line, AOL is valued at $9 billion. I am not convinced that solid earnings or any earnings will ever come along to justify that valuation. When the story unravels it could unravel hard. If so (chances are not great but they are good), buying puts at the right time would be a huge win. Might be a while yet though, perhaps better for 2001...