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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 (11376)	7/11/1998 9:15:00 PM
From: taxikid	Read Replies (1) \| Respond to of 18691

isn't the y2k toolkit on sale now at sears? hehehe taxi

To: Roger A. Babb who wrote (11376)	7/12/1998 12:46:00 PM
From: BDR	Read Replies (1) \| Respond to of 18691

Roger, I was wondering if you would comment from your perspective on the forest products industry and some of the players in that group. One of the brokerages that I deal with (Fidelity) recommends selling BCC, LPX, and WY because of "slowing in the Japanese housing market, domestic oversupply and a slow recovery in the paper industry". My experience indicates that there is more paper in my life every day, the local (Phoenix Metro) housing market is brisk and builders seem to be busy so the reasoning isn't obvious to me. BCC is down but richly priced, WY and LPX are already trading at or about their 52 week lows. Is there still an opportunity here to short or are these examples of a broker's making buy-near-the-high and sell-near-the-low calls so they don't look too stupid by standing on the sidelines?