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Non-Tech : The Children's Beverage Group (TCBG) -- Ignore unavailable to you. Want to Upgrade?


To: Sai P. yandamuri who wrote (1856)9/15/1998 12:38:00 AM
From: Dave Shoe  Read Replies (1) | Respond to of 2452
 
Sai,

If the stock is going nowhere, what would be the benefit of shorting it?

I think TCBG is boringly low right now because the first product shipment news is near but not here. XYBR and VLNC are the same way. I'd be afraid to short TCBG in it's current position. Not much room to profit from any fall, but lots of loss on the upside if things work out as anticipated.

I never expected to see 'price and volume doldrums' prior to first shipments, but so far this appears to be the norm with several of the speculative stocks I presently follow. I'm timing my entry point differently in the future.

(I hate sounding so damn optimistic with the stock so low, but I'd have sold out and moved on if TCBG wasn't still a favorite.)

Looking at the math from my irrelevant perspective: Stock volume is very low. Not many motivated sellers at this price. TCBG isn't talking right now so new investors aren't noticing. The last press release probably put the brakes on any perspective investors.

The next likely action to excite investors will be when product hits the consumer in volume. The next action to bum a lot of folk out will be that of a production line startup delay. Either could happen. Either looks probable. The price could go either way.

I don't expect audited financials, patent news, or NASDAQ filing for several months.

We ain't on the fast track right now. This is a wait-and-see stock. Or, thinking of my delayed investor samples again, this is a wait-and-sip stock.

Shoe.



To: Sai P. yandamuri who wrote (1856)9/21/1998 9:53:00 PM
From: LemonHead  Read Replies (1) | Respond to of 2452
 
Any comments? FWIW, I got a few of my own...........

1. If you go back and review the thread you will notice that the early posters are gone. We are the second phase and we purchased their stock? Best I can tell the one person that saw this coming was Calvary. Here, we are the most recent buyers...

2. Shorts. I agree that their are some larger holders that sell into our buying. But, I don't buy the short syndrome much. It's to easy, you have the Bid & the Ask and the MM writes the commission in both directions. They can turn on a dime and go both direction depending upon the momentum (up or down). Six % down or up is still pay day.

3. I have spent the last two weeks doing Damage repair to my Portfolio, WOW after two years I am down 6%, and guess where it is? Most Of my paper losses are in the $5 and under stocks of which I own five. This brings me to my last thought. If you own 1000 shares of WCOM and 1000 shares of TCBG, then you probably won't shake out easily. If your major position is TCBG, you're out of here with any point of initial recovery?

4. I've been accused of being a cheer Leader and I guess an "Optimist Pundit" also (don't know the meaning of the second but must be the male version). It's true, It's my innocence, I can't tell any of you how bad I feel for getting my friends to buy this stock when I knew they had know business investing in any kind of RISK....

5. "Smoke & Mirrors", What really is the problem? Production? Can't even get samples out to the investors? It seems that we have plenty of Chief's and IR guys but no mechanics. From recent review of new DD it appears that we have the same story but the second verse. Bigger players this time, but still know product? How do you think it would effect Wal-mart if they never received the first order? How about you?

6. Finally I am not a whiner, I made my decision and I purchased 25,000 shares and I am down that much. I want my samples, I don't want to see any PR unless it is about production, and I know the truth of the past thanks to the thread and Calvary.

Keith