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


To: Amots who wrote (11255)7/9/1998 9:49:00 AM
From: Oeconomicus  Read Replies (1) | Respond to of 18691
 
Amots, do you have the details of the conversion terms for ACEI? Based on the press release, we can't tell that it is a floorless. BTW, This company was discussed here about six months ago. Problem is I have no idea how to predict whether a given kids' TV show concept will be a hit. If someone told you about Barney when it was in the concept or early production stage, what might you have thought of it?

Regards,
Bob



To: Amots who wrote (11255)7/9/1998 1:34:00 PM
From: Marconi  Read Replies (1) | Respond to of 18691
 
Hello Amots Dramen:
ACEI convertible, a possible short--look into the possible seasonality of sales on this one. I would think business comes in lumps, possibly annually. I don't know the time frames typical of syndication, but that would be an important factor governing the underlying risk. Are there other obvious factors that make a stink, like fantasy accounting, poor management, cash flow, etc.?
Best regards,
m