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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 (7635)	4/22/1998 10:46:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 18691

Joey, I started a new thread to help us identify the "game" stocks. See Subject 20467

To: Joey Two-Cents who wrote (7635)	4/22/1998 11:20:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

I think it was Barron's who featured an article on Disney's Mickey Mouse accounting practices. As for me, the current run in tech stocks coupled with the fall of AOL and YHOO has helped me a bit. I expect another hurricane any time though. Today I covered TRBO at 101/2. I shorted at 11+. I don't want to take any chances with the hype around the new CEO in this crazy market. Perhaps a sticker with his picture on the from of each unit will be wonders for sales. Pancho

To: Joey Two-Cents who wrote (7635)	4/22/1998 11:44:00 PM
From: Oeconomicus	Read Replies (2) \| Respond to of 18691

Hey, Joey. Saw that Long Beach shipping figure on ABC News tonight. In that port alone, exports to Asia were down 17% while imports from there were up 34%. They also noted that shipments of empty shipping containers to Asia was up 40%. (all March vs. year ago March) BTW, did you see the Forbes article on "The Shanghai bubble" (April 20, page 48)? Office vacancies are 50% and headed to 60% this year while the building continues. "...between 1994 and 2000 Shanghai will have built 75 million square feet of office space, equal to today's entire stock in Hong Kong." The funding for this speculative building frenzy came mostly from Chinese banks, according to the article. I hope the Japanese learned their lesson about bad real estate loans and didn't play in this one too. Bob