LIST of COs. WITH HIGHLY QUESTIONABLE ACCTG. PRACTICES

STOCKTALK

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Pastimes
LIST of COs. WITH HIGHLY QUESTIONABLE ACCTG. PRACTICES

An SI Board Since November 1999

Posts	SubjectMarks	Bans
59	33	0

Emcee: Paul Berliner	Type: Unmoderated

Introduction Compact

This is going to be the sister thread to my original 4/8/99 "List of Cos. that may have abused acquired R&D charges'. Here is the link to that thread: Subject 27296

You may notice that despite my original assertion that software companies in particular were taking excessive acquisition-related charges that would have to be reversed, only a few companies from that list actually reversed the charges upon SEC inquiry, and their share prices quickly recovered. Several of the software companies on the list have really soared.

Ironically, the three non-software companies on that list have all blown up for accounting-related reasons. Therefore I am steering clear of preying on the accounting shananigans going on in the software sector and am now concentrating primarily on shorting a few more non-software companies in anticipation of accounting-related blowups. The new self-compiled list is as follows, and keep in mind that some of the companies on the list have software operations:

PRGX (Top blowup pick)
TNB
BBOX
SNPS
CMVT
OPMR
COCO
CPTH
TYC (further downside anticipated!)

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
59	Enron (ENE): Enron Says Its Links to a Partnership Led to $1.2 Billion Equity R	Glenn Petersen	-	10/19/2001
58	OPMR blowup finally! Heavily shorted co blames WTC but is lying: Their product	Paul Berliner	-	10/2/2001
57	Hi Paul, Congrats on another hit! It is good to hear from you. What is your lat	Cynic 2005	-	8/31/2001
56	COCO BLOWUP FINALLY! I was negative on the co for the roll-up nature and the wa	Paul Berliner	-	8/31/2001
55	<<The question is why does pro forma accounting make Home Store a winner,a	WTMHouston	-	8/6/2001
54	I'll check it out.	Paul Berliner	-	8/6/2001
53	Troy, Very good post. I think what bothers me is that they treat cash loses as	John Lacelle	-	8/4/2001
52	<<They are lyin' like rugs about their "earnings".>>	WTMHouston	-	8/3/2001
51	answer - the day it's supposed to be handed in. Please make sure your answe	Ben Wa	-	8/3/2001
50	answer - the day it's supposed to be handed it. Please make sure your answe	Ben Wa	-	8/3/2001
49	Ben, What is the deadline for a 10Q? -John	John Lacelle	-	8/3/2001
48	has the required time allowed for a 10-q to be filed been violated?	Ben Wa	-	8/3/2001
47	Ben, If they produce the 10Q then I will point out the irregular accounting tha	John Lacelle	-	8/3/2001
46	please provide evidence to back up your potentially libelous claim that HOMS wil	Ben Wa	-	8/2/2001
45	Paul, You might check out HOMS for shorting material. They are lyin' like	John Lacelle	-	8/2/2001
44	that's just it, EVERYBODY'S mother already owns it; who is left to buy i	Sir Auric Goldfinger	-	7/31/2001
43	Hey, don't bag on Harley. My mom owns that stock! -John	John Lacelle	-	7/31/2001
42	How about the "Pro Forma" earnings jackpot HOMS? This dotcom has disc	John Lacelle	-	7/31/2001
41	True as well. But what about listening to Auric?	Sir Auric Goldfinger	-	7/30/2001
40	Sir Auric, A couple of my favorite IBM acronyms from days gone by: I've B	tom rusnak	-	7/30/2001
39	International Big Mouth = IBM it is an old school name from the days when IBM wa	Sir Auric Goldfinger	-	7/30/2001
38	would be more concerned with the latter item because it can be adjusted at the e	Paul Berliner	-	7/30/2001
37	i beg your pardon? what are you referring to?	Paul Berliner	-	7/30/2001
36	Pre-Paid Pratfalls: No Matter How You Spin It, Growth Is Slowing By Herb Greenb	KevRupert	-	7/13/2001
35	HDI off balance sheet financing. Care to comment upon this and reserve reduction	Sir Auric Goldfinger	-	7/12/2001

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