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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 (6985)	11/13/1997 11:29:00 PM
From: Michael	Read Replies (1) \| Respond to of 9285

VTCH has $38.5 mil. convertible bond redeemable come Oct.1998. Redeemable at 85% of trailing price average. With a trailing price average of 18 less 15% =$15.30 Bondholders get 2.52 mil. shares. Vitech has 11.0 mil. shares outstanding, 2.52 of 11.0 = 23% dilution. Is there not a NASD rule about issuing over 19.9% in dilution must receive NASD approval? Your Friend, Michael

To: Roger A. Babb who wrote (6985)	11/14/1997 12:53:00 AM
From: Michael	Respond to of 9285

Japan now below 15,000. 15,000 level is suppose to be very important. Below 15,000 many major Japanese Banks will fall below minimal international capital standards for Banks. Your Friend, Michael

To: Roger A. Babb who wrote (6985)	11/14/1997 7:21:00 AM
From: tonto	Read Replies (1) \| Respond to of 9285

Roger, I continue to watch TLC. Interesting side note which the followers of the company have failed to highlight. The executive compensation, namely the re-pricing of 1,000,000 options for each of the 2 twins, from $22.00 down to $16.00. This company's growth appears to be dependent upon acquisitions for increased revenues and could be a great short. I continue to learn more before any commitment one way or another. Something is not right there.

To: Roger A. Babb who wrote (6985)	11/14/1997 8:52:00 AM
From: Robert Giambrone	Respond to of 9285

Business Week Stocks: Receiving positive mention in the latest edition were: Citrix Systems Inc. (CTXS 71 15/16), expected to reach $100; Chicago Miniature Lamp Inc. (CHML 29 15/16), believed by a Raymond James analyst to be worth $46; American Pad & Paper Co. (AGP 13 3/16), money manger thinks stk worth $20

To: Roger A. Babb who wrote (6985)	11/14/1997 1:37:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 9285

>>...the CTXS 10q should be out any day now. Here it is: edgar-online.com

To: Roger A. Babb who wrote (6985)	11/14/1997 7:39:00 PM
From: tcarnes	Respond to of 9285

dear roger thanks, it seems to me that more and more co. are moving up way past the 2xs valuation I use for possible shorts. the stock price has no relation to sales in fact the stock price rose in the presents of declining sales. This situation makes it harder to predict when to short my new way of thinking is wait hold until I see a drop in the stock of major proportion without news. The increasing pressure from other markets and major buying power of mutals can have a major impact on the stock the float is becoming an increasingly important factor i did't look at with much intrest before now. Thanks tj.