Ask Michael Burke 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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Alohal who wrote (51015)	3/9/1999 7:38:00 PM
From: Eggolas Moria	Read Replies (1) of 132070

<<Perhaps someone could enlighten me as to why Tice is a good source or info?>> A reasonably good question as the answer depends upon the type of information. Tice made his reputation analyzing financial statements in a manner similar to the Kellogg's, O'glove and Staley. When it comes to ripping them apart and finding the shenanigans, he's pretty good, which is why institutions spent $10,000 per year to get his stuff a number of years ago (my last contact was ca. 1990). Analyzing information isn't really the same as making a good call on a stock's price. There are too many variables involved. Moreover, looking at a Bear fund during a four-year bull market is bound to show some pretty bad numbers. But if I remember correctly, the fund was up substantially during the late summer/early fall dive last year. In any event, the questions are where did Tice get the information on PC revenues and how reliable is the conclusion? Tice will probably make the information known through his Behind the Numbers research report.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next