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


To: Dale Baker who wrote (9396)5/31/1998 11:31:00 AM
From: Pancho Villa  Read Replies (1) | Respond to of 18691
 
I am short CCI but admit JPM may be a much better choice. It all depends on how long they take to start recognizing bad loans and losses in derivatives. IMO CCI merger with TRV was i part a smoke screen to try and hide some of this.

pancho

Of course you did read this one in Barron's:

interactive.wsj.com



To: Dale Baker who wrote (9396)5/31/1998 11:24:00 PM
From: Roger A. Babb  Respond to of 18691
 
Dale, JPM was one of my long term core holdings. I sold it a while back, but have not shorted.........yet