Mr. Pink's Picks: selected event-driven value investments 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.

Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MoneyMade who wrote (4950)	12/4/1998 3:01:00 PM
From: DavidD	Read Replies (2) of 18998

Smoothing earnings is a (bad, but) long accepted practice. Coke and McDonalds are two great examples. I don't think anyone (with a brain) is going to short COMS, K, GM or LU on a fundamental basis. With regards to NOVL, revenues will be the driver short term. Sequential quarterly revenue growth has been very good. With 40 million installed base, revenue growth, and Win2000 not coming out until 2000, NOVL is not a good short candidate, though the accounting must be watched. I am very happy with FHT and thank MP. But, with all do respect, I don't think he nor his associated have the muscle to move NOVL's stock, even if they/he wanted to.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next