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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 (18152)	5/14/1999 4:11:00 PM
From: Don Westermeyer	Read Replies (2) \| Respond to of 18691

Roger, I'm fairly bullish on real estate (or REITS). They tend to do better than most equities in a rising interest rate environment (couldn't tell from some of my holdings today though!). No doubt in my mind interest rates bottomed out late last year. I wonder what the clowns predicting 4% 30yr rates are saying now. At least I've made some money shorting some i-net pigs this year.

To: Roger A. Babb who wrote (18152)	5/18/1999 12:28:00 AM
From: poodle	Respond to of 18691

IMNR tanked today. ZONA and LJPH recently. I am in urgent need to find replacement! After covering most of IMNR today my 50/50 rule is tanking. Any idea in Biotech? Anyone? PS: not like I am complaining ...(G)