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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 (14843)10/27/1998 8:17:00 AM
From: RockyBalboa  Respond to of 18691
 
Re Y2Ks:

OK, why get so exposured when the financial sector offers rich values. Today will be another up day as the DJ is ahead already, +52 as I write. Eager to see the openings of the blue chips especially the big banks.

The recent sharp rise of the dollar against the universe is definitely no good news for US companies in the short run, but may lead to another surprise on the US domestic money market side. The earlier Merrill price target for USD/DEM of 1.80 in mid'99 is not off the table.

Thank you for the heads-up, the small cap hype may carry on as the bigger stocks have shown strength in october.

C.



To: Roger A. Babb who wrote (14843)10/27/1998 8:36:00 AM
From: RockyBalboa  Read Replies (1) | Respond to of 18691
 
I booked seats at Macrochem and Enamel express yet. 5,5 respective 8" are nice seats. especially the ENML express enlightens me, after I mourned my early stand-ups months ago.

what happened to ZONA? Non marginable now.

C.