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


To: Pancho Villa who wrote (9394)5/31/1998 1:21:00 PM
From: CatLady  Read Replies (2) | Respond to of 18691
 
Pancho,

I'm a long time CSCO bull. It's just about the last stock I'd ever think of shorting.

Based on your posting I'll take a closer look again, but I had to jump in here and just warn that IMO it is not a 'safe' short at all.

CL



To: Pancho Villa who wrote (9394)5/31/1998 5:35:00 PM
From: Bob Trocchi  Read Replies (1) | Respond to of 18691
 
Pancho:

In today's Boston Globe

boston.com

There is an article by David Warsh on how someone he thinks very highly of computes the value of the stock market. Bottom line, the computation comes out about 10% overvalued.

Good article, however not being an economist, I don't understand all they say but it is actually a fairly easy article to read and they reduce the analysis so simple minded folks like me can understand it.

I think you will enjoy it. BTW, the Globe only lets you look at past articles for one more day then they charge you so if you want ot read it, read it today or tomorrow.

Regards
Bob T.




To: Pancho Villa who wrote (9394)6/1/1998 6:12:00 AM
From: craig crawford  Respond to of 18691
 
<< Dale, IMO CSCO is a safe short here >>

Well one of us is going to make money Pancho. I like DELL and C$CO and will buy on weakness.