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 : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (14408)	9/10/1998 3:18:00 PM
From: Laura E.	Respond to of 120523

Take a look at PAMM. It really has been beaten down. It has a book value of $10. It's now trading at $5.

To: Nancy who wrote (14408)	9/10/1998 3:19:00 PM
From: Judy	Read Replies (1) \| Respond to of 120523

I'll use those values to help determine proper entry points. MER, trading as expected. The spread between TRV and CCI widened today, something may be going on.

To: Nancy who wrote (14408)	9/10/1998 3:21:00 PM
From: j g cordes	Respond to of 120523

Thanks for book on banks Nancy.. I put them in my database

To: Nancy who wrote (14408)	9/10/1998 3:22:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Nancy, I wonder if I should have held on the CCI puts?

To: Nancy who wrote (14408)	9/10/1998 10:00:00 PM
From: Sonki	Read Replies (1) \| Respond to of 120523

nancy,picked up market gems, aol, yahoo,msft, sunw, fsesx,trv u think drillers have bottomed now? did not have time to study but some of these drillers have inside buying now. sold of all my puts that i had for hedge. still short those pfe puts...loosing mony and still enjoying thoughts of pickingup pfe at 92. bt book value =54. it has the biggest exposure therefor most beatern down. if i can get a bank at book value is that an out right steal? from the following it would seem BAC would be a buy? Here is the exposure to Brazil of the financial institutions. I do think i have the exposure of these banks to other parts of the worls. problems: russia is europe prob. japan is asia prob lat.am is us prob. exposure to Brazil: bankers trust 40% JP Morgan 34 Chase Man 16 CCI/TRV 10 21% cci Bank Amer 5 Today GE ceo said please don't treat me like a bank. after all this beating GE still at high PE. probably needs more beating if SP sells off.