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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: Michail Shadkin who started this subject7/21/2001 10:34:03 PM
From: Michail Shadkin  Read Replies (3) of 6873
 
RCNC vs NLI - and interesting comparison.

Both are basically in the same business, lets compare the valuations.

RCNC:

Cap is 425 million
Cash is 14.08/share
outstanding shares 87 million
Short interest is 39%

last 4 quarter EPS
-2.45
-2.70
-3.14
-2.95 last

BTW, they beat estimates easily every quarter
(by .21, .29, .12, .37 last) Who cares??? they are still losing their AZZ.

estimate this quarter -3.23
estimate next quarter -3.28
estimate 2001 is -12.33
estimate 2002 is -11.43

Quarter over quarter (dec2000 vs mar2001) their total current assets dropped from 1.85 million to 1.35 million.

They have enough cash until appr may2002 (then they can go have a nice day!!! LOL)

NLI:

Cap is 2 billion
cash is $1.33/share
outstanding shares 276 million
short interest is 45%
Debt/Equity is 2.12

estimate this quarter is -3.39 (but they are guiding higher LOL, who cares?? so they might only lose 2.80-3.00, that great-nice business model LOL)
next quarter -3.25
2001 -12.50
2002 -9.98

last 4 quarter EPS
-3.57
-3.08
-4.57
-4.04 last

(very nice performance ha ha)

Quarter over quarter (dec2000 vs mar2001) their total current assets dropped from 1.8 million to 1.35 million.

Almost the same $ amount as RCNC.

NLI should be out of cash now and should burn through all current assets by oct2001, assuming no further financing or credit line.

Conclusions:

Based on fundamentals RCNC is a pig, but an absolute steal compared to NLI

NLI has 5 times the market cap
same current assets
almost no cash (1.33 vs 14.08 for RCNC)
losing over 3 times as much $ per quarter.

Ugggggggggggggggggggggly!!!

Who the hell is long these gutter stocks and why?
These people dont deserve to have any money at all.

Here is a great rule for wallstreet to adopt:
Lobotamy cases should not be able to invest for themselves or adult and doctor supervision should be required at all times!!! LOL

Michail
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