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


To: McNabb Brothers who wrote (4363)3/7/1998 1:21:00 PM
From: Pancho Villa  Respond to of 18691
 
>>I'm still short AOL, DELL, YHOO, and AMZN!<<

I am heavily shorted the first and have a good [short] position in the third. tempted to short the secodn and fourth!

Pancho



To: McNabb Brothers who wrote (4363)3/7/1998 2:08:00 PM
From: Jeff Jordan  Respond to of 18691
 
They say
there is a greater fool buying as long as something is going up, but not this fool, as I feel
since I'm still short AOL, DELL, YHOO, and AMZN!


Are you serious? What's wrong with MSFT! ....seriously may be good if you buy at the top of this false rally. Not quite the same as CPQ false rally....MSFT is making money. But since you are a big risk taker what the hell?<g> Can IBM be close behind?(not fair IBM has already turned down!)

Best of luck.....

Jeff



To: McNabb Brothers who wrote (4363)3/7/1998 8:41:00 PM
From: Nancy  Read Replies (2) | Respond to of 18691
 
Hank,

I believe we have an oil embargo in 1973-74 ??? people were talking about oil may go to 50/bbl ??? inflation was very high ???

at least this time the oil prices are depressingly low.

I dont argue the market being overvalued, but the cause brought down market in 73-74 would not applied today.

BTW, SPX earnings not grow at all since 06/97 and falls below 40 now per this week's Barron.