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

To: Ploni who wrote (8319)	5/4/1998 9:26:00 PM
From: Market Tracker	Read Replies (2) \| Respond to of 18691

I'd be very careful about shorting some of the retailers at this time. In the cases of KM and AMES, the use of an improved, limited upscaling policy has/is allowing them to increase price points and expand margins. KM has >$450 million in cash, and better than a 2.2:1 current ratio. KM's ROE does appear sluggishly low however. I honestly thought KM was going to go under back in '95/'96. Surely we can find better shorting situations than the retailing sector, although I'll concede that some serious consolidation will take place sometime in the future. Gary