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To: The Perfect Hedge who wrote (8386)1/16/1998 8:45:00 AM
From: Lazlo Pierce  Read Replies (2) | Respond to of 95453
 
Here's 2 latest P Engr posts

1/11/98 (prev lost in AOL Cyberspace)
Message 3182840

and one from today:
1/16/98
<<Subject: Bear Market?
Date: Fri, Jan 16, 1998 00:22 EST
From: P Engr
Message-id: <19980116052201.AAA16272@ladder02.news.aol.com>

Am becoming more convinced that the bear has arrived.
Should become clear in next few weeks.

Am still cash, plus the shorts previously posted. Covered
50% monday am. consistent with sundays post. Re-entered
them into strength of yesterday and today.

Also, shorted CDG today at $40, I think that it has quite abit of
downside risk relative to the group at this point.

My short positions in total are at 25% of my portfolio with the
remainder in Cash.

Would appreciate receiving any good
shorting candidates from other sector experts knowledgable
about their respective industries--particularly, identification
of over-valued situations in sectors which have not yet
sold-off significantly.

Best to All,
P Engr.