SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: James Clarke who wrote (7960)8/5/1999 1:00:00 PM
From: Paul Senior  Respond to of 78825
 
re: off/on topic. Off: Nice call Jim on those shorts. TSCM: I just cannot imagine how that company will ever be profitable enough or even have sales enough to sustain the current price. Called my broker to see about shorting it too, after your post -- gee I'm starting to get caught up in the frenzy --- always a bad sign (for my finances)when I start to think about shorting, but I apparently can't get shares to short against. Possibly the best thing for me.

On: Meanwhile, adding today to UAL @ 61 and Felcor (FCH) @ 16 7/8. That's about a 13% dividend yield on FCH. Offset by slowing FFO, owning too many hotels in Texas (imo) plus overall too much hotel overbuilding in TX. But if they can only maintain that dividend and if I can hold on...

Paul



To: James Clarke who wrote (7960)8/5/1999 1:25:00 PM
From: Paul Senior  Read Replies (2) | Respond to of 78825
 
....and I'll take a little more CMH, @ 10 3/16. That's too low a pe given its historical pe range, its excellent performance record, and the record earnings they just now announced.

(Of course, that's imo, and I've been wrong many times before - including - so far - on CMH)