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

To: Roger A. Babb who wrote (3226)	2/19/1998 2:02:00 AM
From: UC Slug	Respond to of 18691

Hi Roger, I am new to the thread and wonder your thoughts about this stock. ALKS just came out news of trying to raise capital through a convertible offering. I was thinking about shorting this stock soon. From the chart it appears that support would not come in til about 18 if the stock was to start a decline. What do you think? Thanks, Jim

To: Roger A. Babb who wrote (3226)	2/19/1998 8:47:00 AM
From: Timoteo	Read Replies (1) \| Respond to of 18691

Roger and all: a long hedge for your shorts: TWI. A while back on Roger's Portfolio Thread I was beating the drum for Titan Wheel. It was trading around 14, eventually ran up to 21 or 22 and is now around 19. They are the premier manufacturer of off-road wheels and tires and have six consecutive years of record revenues. They have been investing a lot in R and D, nonetheless they still beat estimates of .15 for the quarter by .04. According to CEO, Asian crisis may actually help them. Full text is on YHOO this morning, forgot to cut the link. TWI is one of my stalwart holdings and is very undervalued IMHO. FWIW. Best wishes, Timoteo