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

To: Joey Two-Cents who wrote (4599)	3/9/1998 10:35:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

Joey: IMO you are right on the money but perhaps I am as crazy as you are :-) didnot get a chance to look at CMB. CCI IMO is a short. Pancho

To: Joey Two-Cents who wrote (4599)	3/10/1998 1:07:00 AM
From: Mike McFarland	Respond to of 18691

Appreciate all the links, I'll post them on the Kahuna thread too. Global deflation is looking more like an important phenomenon with each passing day. Hopefully this will not lead to a global recession--SEA is enough, we dont need the oil-producing countries going down the tubes. Gosh, even Norway is at risk with crude so low. Back on topic, my short is MSFT (tho I just have a handful of puts). However I dread the day Microsoft warns, sure my puts will soar, but it's always sickening when the curbs kick in. Also hard to make money betting against, when you know folks are losing. Saw my pop's growth fund holdings: Dell, Microsoft, Intel, Compaq, thank god his money "manager" has overdiversified him in five funds, only one of which is growth. What kind of a person charges a 1% fee, only to buy funds for his client, theives, many of them. Apologies to the thread, obviously this is a Kahuna post, and I'll copy it over there now.