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

To: Roger A. Babb who wrote (16858)1/11/1999 10:32:00 AM
From: Hank  Read Replies (2) | Respond to of 18691
 
Roger,

Take a look into MSTR for me and tell me what you think. Their growth rate is nominal compared to their valuation and I hear their accounting practices are somewhat "aggresive". A big lockup ended last December 10th, which accounts for the current squeeze (read pump and dump)and their competition is substantial. CEO also likes to make bold exaggerated claims about the future of the company. It may spike to 38-40 but then collapse to around $10 IMHO. I'm short in the 30's. Also, PIXR is due to collapse soon too. I give this run 44-45 on the upside tops with a potential bottom around 15.

Hank



To: Roger A. Babb who wrote (16858)1/11/1999 1:20:00 PM
From: bob s  Read Replies (1) | Respond to of 18691
 
Roger-Going over your 12-31-98 short portfolio I didn't see UBID, CDNW, SHRP, SKYM etc. Did you simply run out of room for these type and if so which of these do you see as most overvalued?? Thanks Bob



To: Roger A. Babb who wrote (16858)1/11/1999 5:25:00 PM
From: Phil(bullrider)  Read Replies (1) | Respond to of 18691
 
Roger,

Here is a good article I found on this "internut" craze.

Message 7214434

Have fun,
Phil


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