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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Roger A. Babb who wrote (6743)11/10/1997 10:09:00 PM
From: McNabb Brothers  Read Replies (1) | Respond to of 9285
 
Roger,

We do not , but will look at it tomorrow! Always appreciate the stocks that people on this tread throw out to look over!

Hank



To: Roger A. Babb who wrote (6743)11/10/1997 10:14:00 PM
From: Pancho Villa  Read Replies (3) | Respond to of 9285
 
Hi Roger, will look into TLC (tender loving care?) right away. I finished with SEEC. Extremely similar to ACLY. Low revenue base, and lower profitability than ACLY, few employees (60). No way can justify valuation! just read 10K and last 10Q. another duck in barrel case (I will short tomorrow)

By the way, from the year 2000 group a new entrant! Hope they just had a juicy IPO that generated a market cap of over 100 million revenues of less than 1 million and 15 employees. I will study it and report back.

"New enterant to the Y2K sector.... (I would say new short candidate for Roger's club)

C2i Solutions, Inc. (CTWO)"



exchange2000.com



To: Roger A. Babb who wrote (6743)11/10/1997 10:25:00 PM
From: Pancho Villa  Respond to of 9285
 
Roger from motley fool on TLC start reading...
fool.yahoo.com
It explains some of the weird finances. Have to look into business. I think these guys are not to far from my place (i.e., a few blocks from where I live).

Pancho



To: Roger A. Babb who wrote (6743)11/11/1997 8:15:00 AM
From: tonto  Read Replies (1) | Respond to of 9285
 
TLC: the issue is most easily demonstrated by reviewing the accounting of the the revenues and related expses.

by using the write downs they are able to really boost profits on paper, but you must acknowledge that the true state of fairs is really the last line of the op stmt, income (loss)per share $1.98 however, most ignore it.