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

To: Lazlo Pierce who wrote (5455)3/24/1998 9:09:00 PM
From: Gordon A. Langston  Respond to of 18691
 
<<KO Bid it up to 70>>

Maybe most will hate this idea but if there's this much extra money in the stock markets you could make a case for increasing taxes or in some way paying to upgrade this country"s infrastructure (roads,bridges, school buildings, sewer systems etc.) Or maybe like in the 30's it'll be the only jobs out there. In this scenario the shorts will of course own everything worth owning.



To: Lazlo Pierce who wrote (5455)3/24/1998 11:14:00 PM
From: Investor-ex!  Read Replies (2) | Respond to of 18691
 
David,

Lets not forget KO...

I tried to get an earnings/valuation dialog going along these very lines over on the KO thread over the weekend but was insulted for my efforts, twice!

Valuation has become a non sequitur. All that matters is Buffet owns a bunch and the index fund HAVE to buy it.

Top at hand or what?


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