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


To: Hugh W. who wrote (4676)3/10/1998 3:06:00 PM
From: Bob Trocchi  Read Replies (1) | Respond to of 18691
 
Hugh...

>>. When tech come back, drug and airline will be the sectors to short. Any comment?<<

IMO, Airlines will hit the skids when oil prices start back up, independent of what is going on in the Tech sector. I agree that when the tech's come back money will flow from some sector but I am not capable to predict.

Regarding MRK, I am long MRK and have been long that stock for a few years. IMO, they have the muscle, cash, pipeline, etc to continue to be a good stock. Granted it will go down from time to time and if you are a good timer, good luck to you. I am not. I also expect that MRK will be splitting shortly and that expectation is probably part of the reason for its recent rise.

Just my opinions.

Bob T.