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


To: poodle who wrote (13130)8/26/1998 12:04:00 AM
From: Mike M  Respond to of 18691
 
First Moscow Bank



To: poodle who wrote (13130)8/26/1998 8:48:00 AM
From: Joey Two-Cents  Read Replies (1) | Respond to of 18691
 
Poodle,

The banks with the most exposure are German. Though I heard CMB had to
take a $ 400M hit this past Friday. If you want to play this ensuing fiasco look for those banks heavily exposed to South America.
Though there down quite a bit from their highs, look for JPM, BT, CMB and CCI to continue to sell off as this crisis deepens.

biz.yahoo.com