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

To: TAPDOG who wrote (2278)	2/4/1998 5:57:00 PM
From: taxikid	Respond to of 18691

wdry has laundry concessions... do you think people will smell less, or get less dirty if there is a recession? maybe they will do their own laundry instead of sending it out? i have shorted and profited from wdry.. i somehow got stuck with a small 25 share "chip" left over from a day trade..i am holding it for ?? i guess for the duration as selling here would only pay comm.. i believe it may be overvalued.. but i doubt that they will go out of business.. taxi

To: TAPDOG who wrote (2278)	2/4/1998 6:03:00 PM
From: Giordano Bruno	Read Replies (1) \| Respond to of 18691

To All: Anyone follow VECO? Up 5 3/4 today on no news other than the semi-conductor surge. Its primary customers are APM, QNTM, SEG and RDRT. Their problems have already been established. VECO reports Monday. The herd mentality is strong. Thanks in advance, Jim

To: TAPDOG who wrote (2278)	2/6/1998 9:04:00 AM
From: Ploni	Respond to of 18691

I'm waiting to short LAMR until after it splits. I hadn't even heard they were going to split, but found the month-old notice on their website: lamar.com "Lamar's board of directors has declared, subject to market conditions, a three-for-two stock split of its Class A and Class B Common Stock, which will take the form of a stock dividend payable on February 27, 1998 to stockholders of record on February 13, 1998." Of course, it's ancient history now, since it was almost a month ago, but they also announced several additional acquisitions, which is their way of producing huge sales increases. This stock just keeps climbing. It's insane. Unfortunately, I don't know of any good models for top-ticking this sort of thing. The company is kind enough to list the research analysts who follow their stock: lamar.com Has anyone ever called such analysts and asked them why they are issuing buy recommendations on companies that have HUGE debt and no real earnings?