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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (2938)2/13/1998 2:01:00 PM
From: Keith J  Read Replies (1) | Respond to of 18691
 
Regarding CNC. Sure, they have a lot of goodwill on the balance sheet due to their acquisitions. In fact, this is about the entire stockholder's equity.

However, they also have about $100+/share in cash/securities on the balance sheet. Hard to argue about that.



To: Pancho Villa who wrote (2938)2/13/1998 2:06:00 PM
From: Lazlo Pierce  Read Replies (2) | Respond to of 18691
 
Pancho, interesting comment on CNBC, the analyst on the floor was saying that investors were going after the stocks with a high short interest, and running em up. Now we knew that was happening, but that was the first time I heard it mentioned in the media.

Dave


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