Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : CNBC -- critique. -- Ignore unavailable to you. Want to Upgrade?

To: Carmine Cammarosano who wrote (948)	5/3/1998 9:25:00 PM
From: Thomas M.	Respond to of 17683

You mean you haven't memorized the one letter ticker symbols? Shame on you! -g- It's USAir, and he's made a small fortune with it over the last few years. Tom

To: Carmine Cammarosano who wrote (948)	5/4/1998 7:43:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 17683

Some snippets from the Julian Robertson interview: He's a little more worried than before about the world markets, and about Japan. He remains far less exposed than usual. Europe and U.S. are best, because they care the most for profitability. He has both longs and shorts in Japan. He's very worried about Asia. Their problems are not remotely close to being solved, and the markets should have another leg down. In Korea, the government has been changed, but that was not the problem. The problem was corporations more concerned with sales than profits. Unfortunately, the Asian markets are not well developed enough to present many shorting opportunities. He's still very positive on USAir. Steven Wolf is the best manager in the business, as he proved in his three previous stints running an airline. Also, the stock trades at only 7 times '99 earnings. He's also still very bullish on palladium. 25% more consumed than produced annually, and the Russian stockpiles are much lower than people think. Tom