SOFTKEY=MERGER MANIA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SOFTKEY=MERGER MANIA

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: steve host who wrote (961)	3/21/1997 11:31:00 PM
From: Obewon	of 966

I don't know about going into debt to buy the stock but I totally agree that the current price is ridiculous. I for one am shifting out of some of my other stocks into this one because the risk-reward ratio is just too attractive to pass up. Portfolio Management 101: Question: What is the present value of the stock? Answer: The summation of discounted future free cashflow of the business. (Which is highly positive in TLC's case) Meaning: All the worry about the goodwill and debt will not result in any long term effects to the company. Remember everyone... the shorts have sold over 6.3 million shares of this stock. They will need to cover their positions eventually (i.e. April at the latest - assuming TLC doesn't preanounce any shortfall). Given just a small bounce (say 10-15%) they will all be scrambling at once to buy. Obewon

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next