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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Amots who wrote (11255)7/9/1998 1:34:00 PM
From: Marconi  Read Replies (1) of 18691
 
Hello Amots Dramen:
ACEI convertible, a possible short--look into the possible seasonality of sales on this one. I would think business comes in lumps, possibly annually. I don't know the time frames typical of syndication, but that would be an important factor governing the underlying risk. Are there other obvious factors that make a stink, like fantasy accounting, poor management, cash flow, etc.?
Best regards,
m
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