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.

Non-Tech : InvestRight Club Challenge -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey L. Henken who wrote (1373)	4/6/1999 6:13:00 PM
From: Bill Fortune III	Read Replies (1) \| Respond to of 2662

Thanks Jeff for the verify. I will be going with my plan A that we talked about. Regards, Bill Fortune III

To: Jeffrey L. Henken who wrote (1373)	4/7/1999 10:44:00 AM
From: Tomato Man	Read Replies (2) \| Respond to of 2662

Jeff, FNTN is waking up. Price at .91 with almost 70k in volume. Tomato Man

To: Jeffrey L. Henken who wrote (1373)	4/8/1999 9:54:00 AM
From: Francois Goelo	Respond to of 2662

Jeffrey, On Monday I took positions in CBET and ASMC... These appear to have excellent potential and have already moved up substantially from original acquisition price. Regards, F. Goelo + + +

To: Jeffrey L. Henken who wrote (1373)	4/8/1999 10:14:00 AM
From: Francois Goelo	Respond to of 2662

Jeffrey, ***MAJOR ZSUN NEWS*** biz.yahoo.com With this acquisition, ZSUN's share price is well on its way to $50.00 and an excellent buy at the current $18.00 level. Disclosure: long 1500 shares Regards, F. Goelo

To: Jeffrey L. Henken who wrote (1373)	4/8/1999 12:08:00 PM
From: Francois Goelo	Read Replies (1) \| Respond to of 2662

ZSUN: explanation of SHORT TERM PRICE TARGET and up date on NASDAQ listing... ZSUN news today indicated an EPS of 33/35 cents for 1999. That is very conservative and I would not be surprised to actually see an EPS of close to 50 cents for 99, since they always end up revising their projections upwards, due to the fast pace of expansion. biz.yahoo.com When you factor in the world wide expansion of the acquired seminar company and the benefits derived from the synergy between the various companies in the ZSUN group, in terms of additional exposure and cross feeding, a 50 cents EPS is not far fetched. What's does the market says about PE's? A quick check shows PE for YAHOO at 1800 and 700 for AOL! "Preposterous! It could not possibly apply to ZSUN", you might say. I am not so sure, since ZSUN is a multifaceted Company with little competition at its level, well positioned in the exploding markets of Asia. Only a handful of Internet related Companies are actually listed on a US stock exchange. This rarity factor clearly increases the PE. So, let's be conservative and apply a PE of say, 200, times 50 cents forward earnings, to get a share price of $100.00. As a confirmation, PCNTF, which is in a comparable class, although it is already listed on NASDAQ, projects an EPS of 24 cents for 1999 and is currently priced at $52.00. Thus, PCNTF with half my projected earnings for ZSUN and trading at half the projected target price of $100.00, lends credibility to my short term (6 to 12 months) target. By the way, the audit of ZSUN is being completed and the full set of financials will be tabled within 2 weeks. The documents for the application to NASDAQ listing should currently be prepared and I fully expect a listing approval within 3 to 6 months. Disclaimer: I am not an investment advisor and am not compensated whatsoever by any of the companies on which I report my opinion. This opinion is for my sole use and potential investor should do extensive Due Diligence before taking long or short positions in any stock. My projections could be way off, as I am biased in favour of ZSUN since I currently own 1,500 shares. Regards, F. Goelo + + +

To: Jeffrey L. Henken who wrote (1373)	4/8/1999 6:53:00 PM
From: Fred Davis	Respond to of 2662

Hello Jeff. Although I have never posted here, I have followed your post for quite a while and have you bookmarked. The amount of dd you put into an issue is outstanding and appreciated by many. I would like to ask you about an issue I discovered a few days ago and get your valued opinion, if possible. It may not make the Investment Right Club but I believe it to have a lot of potential. This issue is HMGC. A thread has recently been started on this issue but only has a few post. Here is link that I provided to the thread if you have the time to research. research.web.aol.com The originator of this thread has a lot of links for dd. I don't presently own a position and presently doing dd myself and would greatly appreciate any comments. I have also started a discussion thread in the coffee shop and encourage any input from anyone here. The link is provided below. Subject 27313 Thanks, Fred

To: Jeffrey L. Henken who wrote (1373)	4/9/1999 12:53:00 AM
From: Francois Goelo	Read Replies (1) \| Respond to of 2662

Jeffrey, some idle thoughts on short sellers and Disclaimers.... re-posted from Anthony Pacific thread: Should short sellers include a disclaimer when Company bashing? It is an interesting and very valid question. I believe that anyone with a vested interest (long or short), commenting (praising or bashing) a particular Company in a way that might affect the market value of its shares, should disclose his/her interest. Short sellers usually complain that investors heaping praises on the merit of certain Companies, don't include a disclaimer disclosing their position or interest. That's a fair comment, but it should work both ways, in all fairness. Below is the standard disclaimer I usually include whenever I comment on the perceived value of a Company: Disclaimer: I am not an investment advisor and am not compensated whatsoever by any of the companies on which I report my opinion. This opinion is for my sole use and potential investor should do extensive Due Diligence before taking long or short positions in any stock. My projections could be way off, as I am biased in favour of xxxx Company, since I currently own xxxxx of its shares. Here is an idea for a typical short seller's disclaimer: "I am not an investment advisor and am not compensated whatsoever by any of the companies on which I report my opinion. I am bashing this Company for a simple motive: bring its stock down, so that I can profit from my short position. Do your due Diligence and don't believe a thing I say, as I am very biased against this Company since I am short xxxxx number of shares" There could be other variations on the same theme, of course. Wouldn't this world be a nicer place to live if we all respected a small number of basic, gentle/wo/manly rules of fairness to all concerned? Regards, F. Goelo + + +