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

To: scope who wrote (13488)	9/4/1998 10:27:00 PM
From: HiSpeed	Respond to of 18691

Shorting banks and brokers is what I have been touting on the "Shorting the Big Banks" thread; please feel free to join us! It is a new thread.

To: scope who wrote (13488)	9/4/1998 11:51:00 PM
From: Don Westermeyer	Respond to of 18691

You sound like the guy running the COAGX 'market neutral' fund (some of the fund is short). He said a couple of days ago he had a bunch of margin free up recently <g> and was out shorting weak financial institutions. To be honest, I feel a lot of the techs are pretty beaten down already - especially in the small cap sector. I'd say it's a lot harder finding short candidates in that area than it used to be.

To: scope who wrote (13488)	9/5/1998 9:41:00 AM
From: Kip518	Read Replies (2) \| Respond to of 18691

scope, feel free to press your interests on banks, however, techs and company stock options is a big story. From today's Barron's interactive.wsj.com In Dell's case, there is virtually no book value. Q: How can that be? Hickey: All the money they've earned in the last decade, which in theory should be piling up in the form of assets of some sort or another, has gone out the door almost every quarter. Dell has used up to 75% of its cash received every quarter to buy back the most inflated stock in the most inflated stock market in history. Q: Without increasing book value? Hickey: Because they've issued so many stock options to executives and employees. If I were a Dell shareholder, I'd be very unhappy that the assets it earns are being looted.