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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (9276)12/12/1999 10:32:00 AM
From: James Clarke  Read Replies (1) | Respond to of 78565
 
CNH would be an ideal short IF the ag cycle were at a peak, not a trough. You could really get whipsawed in this if the ag cycle were to turn positive on you. Another reason you might want to be careful is that there are bankers out there who really want to get an equity deal done. To do that they've got to get the stock price up. The earnings models bankers are showing me on CNH are almost laughable, but there's about $20 million in underwriting fees at stake.



To: jeffbas who wrote (9276)12/13/1999 6:16:00 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78565
 
Jeffrey: CNH<<A short at 16 would have had a quantifiable and attractive risk/reward, whereas I maintain that that is just guesswork on RHAT type of stocks.>> Couldn't agree more, just wish I'd thought of it when the merger closed. [Even though RHAT is down 40+ points since I mentioned it, I haven't and probably won't short it - a 5 or 10 to one split would hit a short like a toaster in the tub with a 6 million share float]
bob


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