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

To: Ploni who wrote (6486)	4/7/1998 7:03:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 18691

I am currently in ATML, EFII, FORE and TVX ... Dear follicly-challenged friend from the red planet, What is your investment philosophy. Did you buy the first two after their big drops (hopefully)? In previous years I tried bottom-fishing, without much luck. The problem is stocks can languish for 2 years before rebounding. I'm not familiar with FORE, so I don't have any comment. Is TVX gold already a significant producer? I'd guess so, as they seem to have a $1/2 billion market cap. If so, this may be a smart buy. Gold's been dead for years, but it might come back if the Big Kahuna actually happens, as Joey envisions. ---------------------------------------------------------------------- I bought in ATML at around 15-3/8 very recently after the day- after-day drop, the bottom has been test a couple of times ($14), and it looks like it is going to hold, earnings come out after Thursday, I hope it is real bad (any stocks that reports real bas earnings are going up, except Motorola) I bought in EFII at around 14-1/4 (should have sold at 29, but didn't, oh, well ...), the big drop does not seem to be warranted, it warrants a big drop, but not that big, also earnings come out after Thursday, this company has been beating estimates year after year, so it could not be a bad company, hopefully it is a one quarter tumble, plus it has 75% market share of its market. I have my fingers cross after Thursday's close, hope this Friday is a good Friday ... FORE is another story, ... My 25 year blond chick left me a message on my answering machine one day: "Hi, darling, I love you, you are so smart, you always pick the right stock, and by the way, I really like your FORE ..." End of message, the damn tape is too short !!! I was thinking, I don't have FORE in my portfolio, what the hell was she talking about ... I called my broker right away to get in some FORE, because if it goes up, I can show her how smart I am ... Then I find out what she means later, the whole message reads: "I really like your foreplay last night ..." Damn it, end of FORE story ... TVX gold, an insurance bet that this market will tank ... Plus, how much lower can gold goes, if it is lower, nobody will produce it any more, which implies tight supply ... Charlie, I hope you understand how I picked my studs (studs are stocks that go up ...)