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


To: Dan Ross who wrote (7623)11/30/1997 8:31:00 PM
From: wendell morris  Read Replies (1) | Respond to of 9285
 
found this lil gem "acns". went up with other telcoms last week, but it is very over valued.



To: Dan Ross who wrote (7623)12/1/1997 2:46:00 AM
From: White Shoes  Respond to of 9285
 
Dan, re: AOL you might want to consider the warning given by Bill Hueb (purely technical).

techstocks.com

On the fundamental side I used to agree with you but I now believe that AOL is big enough, with a big enough subscriber base, that it may be entrenched for awhile & be able to move into new markets within the general sphere of what they are already doing. They are 'co-branding' everything. I don't like AOL personally but there are a lot of heavily promoted stocks out there which are next to worthless, which I would short first.

Think what could happen if AOL penetrated globally. There is already an AOL Canada.



To: Dan Ross who wrote (7623)12/1/1997 7:56:00 AM
From: Pancho Villa  Respond to of 9285
 
Dan RE: shorting AOL. I you shorted at around 75 you did almost $4 better than I did. Be prepared for a roller coaster up ride but if you hang tight you should see the 60's again for the reasons you mention. I agree witrh your view! Things look so bad that I am very tempted to short PG. At around $70, a PE over 30, the current international situation and historical growth of around 7% the stock is terribly overpriced.

Pancho