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

To: Ploni who wrote (4519)3/9/1998 11:22:00 AM
From: Lazlo Pierce  Read Replies (1) | Respond to of 18691
 
Charles agree re:KO They will selloff big (low 60s when(if?))the market sells off.

Dave



To: Ploni who wrote (4519)3/9/1998 11:22:00 AM
From: jeff nightbyrd  Respond to of 18691
 
Is it time to buy puts in ONSL yet? OnSale really doesn't offer anything different than a dozen other internet companies, but it's stock keeps climbing.
When the bubble bursts these stocks should move downward fast.
And one contrarian view on Amazon. They have the interface right for internet sales. They are to books what Whole Foods markets is to food merchandising - Amazon makes the experience pleasing. It's the only internet stock in which I took a long position.

good trading

jeff



To: Ploni who wrote (4519)3/9/1998 11:39:00 AM
From: Pancho Villa  Read Replies (1) | Respond to of 18691
 
CSS:KO >but they play funny tricks with selling bottlers every year, propping up earnings.<

This is actually part of their strategy to reduced asset base and increase return on assets. They use EVA ideas pretty well. No tricks here. FWIW I think I sold my Ko shares at aorund 68 last December.

Pancho


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