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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 (14576)	10/11/1998 8:10:00 PM
From: RockyBalboa	Respond to of 18691

Christian, most SI posters are longs promoting their stock. The lower posting rate may mean that they are losing interest. What remains is a rather steady stream of diligent posters on big stocks' threads as well as here or at Pink's. Well I see most yahoo posters are touts, posting across the net and in part even on SI. But in my (recently) narrowed view I do not watch SI threads regarting BB crap "ARET", "AZNT", "PLFM", or untradeable pennies. C. R., something different: I think of going long some beaten down REITS or specialty finances partly as hedge against some rich valued banks. (In the meantime I looked at TMA, CFN, CLR, maybe AMMB). I do, as I think BKs are not very likely and in the light of a normalizing yield curve, there is some potential in stocks well under book value, when they are not ridiculously leveraged. What do you think? No chance, or speculative? Thank you.