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

To: Roger A. Babb who wrote (8851)	5/15/1998 11:57:00 PM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 18691

Interesting food for thought. Message 4471051 Dave

To: Roger A. Babb who wrote (8851)	5/16/1998 2:41:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 18691

roger........I agree with you on the short position in Zona..... I did not agree with your short on CTXS last year....they are a single product company...but they fill a need. Rode CTXS from 12 to 72. IMO Zona will be back in the teen by year end. Good luck..... .....

To: Roger A. Babb who wrote (8851)	5/17/1998 12:10:00 AM
From: SellShort	Respond to of 18691

Roger..If you really think the stock bubble is ready to burst the best short just might be BRKa and BRKb they both could fall you right to the bank SellShort

To: Roger A. Babb who wrote (8851)	5/17/1998 4:29:00 AM
From: Dale Baker	Read Replies (3) \| Respond to of 18691

LHSG - I don't recall anyone mentioning this high-flyer before. Barrons has a profile in the latest issue which indicates that sequential growth has topped out. With a trailing PE of over 200 and forward growth projected at 40%, it's a tad overvalued at $120 per share. quote.yahoo.com Float is small at 4.8 million but short interest is low. Briefing shows 27% institutional ownership (does anyone know if Briefing's institutional ownership numbers are based on the float or all shares outstanding?). LHSG is going on my watch list for a short position. If techs do a nosedive, LHSG could well be on the cutting edge of a re-valuation. Opinions?