Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (1384)	1/23/1998 5:37:00 PM
From: taxikid	Read Replies (2) \| Respond to of 18691

not long/short ctxs.. remember the point where i posted it would be a "buy".. even uf the market corrects by 10-15%.. that low 30s to 40 range is where I buy and hold ctxs AS a LONG.. as a contrarian i am severe.. i have very few long term stocks in my folio.. i am about ready to dump the fund shares and put them into gold and tbills.. tbills first.. gold has not yet bottomed.. i am short everything in my day trade account.. there is only one company i am holding long{permanent} and that is creaf.. has been for a while.. bottom line is that ctxs is ahead of itself because of the short interest since the $20 range.. taxi

To: Roger A. Babb who wrote (1384)	1/23/1998 6:35:00 PM
From: FARRIS	Respond to of 18691

Roger, Have you looked at ABTX? I would be interested in your opinion on that one as a possible short. Eric

To: Roger A. Babb who wrote (1384)	1/23/1998 7:19:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 18691

"The one that got away" quote.yahoo.com Message 2824950

To: Roger A. Babb who wrote (1384)	1/24/1998 5:37:00 AM
From: sunny	Read Replies (1) \| Respond to of 18691

Roger, I'm very interested in your opinion on CTXS. Enjox reading your comments as your record is retty good so far. I'm long CTXS at 75 and interested in why you think it's overvalued. There are a lot of software companies that trade at a PE >50. And they don't even grow at that rate. CTXS is expected to grow >30%. That should result in earnings of >3$/share in 2000. With 2.00$ likely in 98, CTXS trades at a forward PE of 33. Do you regard that as being overvalued? I'm so curious in your opinion because you've been right so far. You seem to have the arguments on your side. Would you mind sharing them with me? Or give me your interpretation on the latest earning announcement. Looking forward for your appreciated answer. Best luck to all of your investments, sunny