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Strategies & Market Trends
Low Price/Cash Ratio Value Stocks

An SI Board Since September 1998

Posts	SubjectMarks	Bans
1931	167	0

Emcee: Q.	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
181	Elroy, OPC looks interesting. Your numbers are correct. I don't expect cas	Q.	-	7/16/1999
180	Has OPC been mentioned here? In March it had cash of about $4.5 million, and h	Elroy	-	7/16/1999
179	Obviously, John's good name was simply not good enough.	peter michaelson	-	7/16/1999
178	Results: the original 5 stocks listed in this thread have returned 114% averag	Q.	-	7/16/1999
177	OPTS; looks like they reported an almost break even quarter. hope they can kee	Harpo	-	7/15/1999
176	MC, I sold my shares of CNXS yesterday when it spiked. I agree with your analy	Q.	-	7/15/1999
175	Update on CNXS CNXS just reported earnings: biz.yahoo.com Although the news	MCsweet	-	7/15/1999
174	John: I'm not sure TSFT 'burned cash' in operations. In 6 months	peter michaelson	-	7/12/1999
173	re. TSFT, see the 10Q filed July 6 for details: <i> During the six month	Q.	-	7/11/1999
172	As for TSFT, how do you know how many shares of WinStar the company still holds	Elroy	-	7/11/1999
171	Update and new addition Holding cdco, opts, infm, and cnxs. (cdco is now actin	MCsweet	-	7/11/1999
170	John: SEEC...<<The cash doesn't matter as much as new contracts, does	Bob Rudd	-	6/8/1999
169	Hasn't SEEC been trying to "reinvent" themselves for awhile now?	John	-	6/8/1999
168	Mcsweet: One of these days I'm gonna call OPTS with a list of ?'s and t	Bob Rudd	-	6/7/1999
167	Bob, I am still holding OPTS. Last quarter's report looked good to me. U	MCsweet	-	6/6/1999
166	MCsweet: Are you still holding OPTS? I've got some but am a bit uneasy abou	Bob Rudd	-	6/6/1999
165	MCsweet: <<preferred stock is just another form of debt>> For purpo	Bob Rudd	-	6/6/1999
164	A few comments I have a simple perspective on this preferred stock issue and w	MCsweet	-	6/6/1999
163	Anax: <<However, if one thinks of things in terms of PBRs, he's think	Bob Rudd	-	6/4/1999
162	Here are the results for the 5 stocks I listed in post (0) back on 9/10/98. Th	Q.	-	6/3/1999
161	Yes, Anaxagoras, your explanation of valuing the stock from the balance sheet i	Q.	-	6/3/1999
160	Well, CDCO is no longer in this category. They were trading aroun d$1.50 with	Elroy	-	6/3/1999
159	Hi John. As always, I'm very grateful to you for your detailed thoughts.	Anaxagoras	-	6/3/1999
158	MC, rel opts cdco cnxs and kntk, congratulations. Unfortunately the only one of	Q.	-	5/30/1999
157	Anax, eWhartHog was correct: you should subtract the preferred stock from the t	Q.	-	5/30/1999

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