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


To: CalculatedRisk who wrote (2148)2/2/1998 9:20:00 PM
From: Pancho Villa  Respond to of 18691
 
Speaking of convertibles, does anyone remember if AOL's 500 million placement late last year which I believe was convertible at $100 has any time limitations? (don't feel like hitting edgar right now)

Pancho



To: CalculatedRisk who wrote (2148)2/2/1998 9:44:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 18691
 
Bill, I am already short NOX and well ahead, target is $2. I do love these floorless convertibles!



To: CalculatedRisk who wrote (2148)2/2/1998 9:59:00 PM
From: Pancho Villa  Read Replies (3) | Respond to of 18691
 
CR: What is your best short idea. Despite my shorting AOL and AHP today, and possibly WDRY tomorrow my best short idea is still BFIT )I just don't think it prudent to further add to my position).

Pancho