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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: McNabb Brothers who wrote (257)	1/6/1998 5:59:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 18691

Hank, totally agree with you about Soros "talking his position"....Did you see the Paine-Webber analyst that stated AOL among others is a potential buy-out candidate?

To: McNabb Brothers who wrote (257)	1/6/1998 6:08:00 PM
From: Eric Klein	Read Replies (1) \| Respond to of 18691

<Something does not add up IMO with George Soro's and his talking!> Soros has political agendas. I think his image was badly hurt when he (and others) were accused of attacking the SEA currencies to make a buck (U.S. dollar, of course). He is hoping both to prop up Korea and his own image with a largely symbolic investment. I think you're right that a billion dollars is not going to solve Korea's problems. As one of the Hunt brothers ,after being wiped out trying to corner the silver market, ruefully said: "A billion dollars just doesn't buy what it used to!"

To: McNabb Brothers who wrote (257)	1/6/1998 6:55:00 PM
From: Ploni	Read Replies (1) \| Respond to of 18691

I covered 1/2 my YHOO short today at 63 3/8. I had shorted at 57 5/8, so now my break-even point is lowered to 51 7/8. (Actually, I also own a few Jan 60 puts, so if it tanks in the next ten days, those will help.) I had shorted too much YHOO to start with, and was quite nervous by the climb over 70. Now that I've reduced my holdings to a more reasonable level, I can breathe easier. I was also alarmed by today's rise during an off-day, and wonder if the stock will again bounce to 70 or beyond. If it does, I may then short more at the higher price. I also re-shorted AVNT today, after shorting and covering for 5 points a few months ago.

To: McNabb Brothers who wrote (257)	1/6/1998 7:24:00 PM
From: James F. Hopkins	Read Replies (2) \| Respond to of 18691

Hank; Soro has a history of talking one way and going another, chances are he "was in Korea" and is hurting and looking for or trying to create a way out. Another smooth talking Dapper Dan , is his ex partner Jimmy Rogers who not long ago was on CNN most every day talking about how he was short the bond, and that we " would never" see intrest rates below 6% When these guys come crawling out of the wood work, you can bet they have an agenda that's not what they want you to know about. got a go , big thunder storms comming on down here in south Texas, I'm going to shut her down. Thunder very heavy..shaking the entire house.

To: McNabb Brothers who wrote (257)	1/7/1998 8:33:00 AM
From: R. Bond	Respond to of 18691

McNabbs, Like many others, I have read several books by/on Mr. Soros and spent a lot of time pondering his philosophy of the markets/world. I read everything I can find about him and his ex-partner Jim Rogers. Soros is a classic contrarian investor. And he doesn't mind being early. Neither does Stanley Druckenmiller. If things turn out to be different than they thought, they're out quickly. When I heard about his visit, I thought it may be a buy signal. I would guess that he participated in heavily shorting and wants to go long just before the storm is over.........not when it is over. But if we get such specific news of his intentions, I would bet the other way. Soro's, the investor vs. the humanitarian, did not get where he is by broadcasting his moves to the world. He's still looking to unload is my guess. On the one hand, this suggests that the scenario has played itself out. On the other, get out of the way. From "Sun Tzu's Art of War For Traders and Investors" by Dean Lundell: "Sun Tzu said.........that the most difficult task of all was to maneuver an army; to do so effectively, you must use deception and change the enemy's perception of what you intend to do." All the best, Bond