I held shares in this company from Nov 96 to Jul
97. I bought at 10 and sold at 16, clearing about 60%
in 8 mos. I was pretty proud of myself,
rationalizing that I could always buy it back when it took a
dip. I kicked myself while I watched it climb to
54--never dipping anywhere near 16. Even if I never sold
it, I would still have been up 60% during the depths
of this summer. If you've bought it anywhere below
25-26 I don't see how you can lose on this long term.
I've learned my lesson, I'm in at 23 3/4 and holding
on tight. Unless this company makes disasterous
errors, it's a keeper. Trying to time the market can be
tricky to impossible. Good luck either way!
I haven't a clue about number 8.
I got the
link of the INTC page, and simply applied it to
Regarding today's strong gain, I'm very tempted to put in a
stop order and reap my rewards now, short term. I can
always pick up ANLT if it drops (as it seems prone to
Use the pervious 40 button to go back to message
1337 and read the messages posted by HCOR and
Oldies but goodies.
1337 of 1957
short this stock
sometime before the 1998 audited financial statement
information is available and get rich rich rich. Any
Posted: Aug 17 1998 6:16PM EDT as a
reply to: Msg 1 by YahooFinance
Replies to this Message
35 or 36 seems to be (from my eyeball) a great
point. We recenlty bounced off of 35 for the 2nd time
looks like a strong day for the big caps
maybe some continuation of the momentum ANLT has had
late will spill over.
On institutional holdings,
wsrn reports 51 institutions
held 2.73M shares on a
float of just under 6M.
That's pretty good company,
and I believe quite a bit
higher than what it has
been over the last year -
institutional holdings on ANLT?
I thought I answered your question as to why
there was a large short interest. The short interest
itself tells the story. Shorting occurred largely out of
the stocks action. The stock got very over priced
last spring. Eventually the bubble popped and the
When a stock comes crashing
down the psychology surrounding it changes and shorts
are encouraged. As on the long side, the "smart"
money comes in early and exits early leaving the "dumb"
money holding the bag. The short interest shows that
the majority of new shorts appearred AFTER the stock
had hit it's lows. The "smart" money is long gone and
those who came too late to the party have been left
holding the bag.
The question to ask yourself now
is, will the pyschological pendulum now swing to the
bullish side sufficiently to cause the shorts to panic?
The last time ANLT tanked it took 11 months to (Jul
96-Jun 97) to recover its old high. 11 months will be at
the end of next month. Will we see 54 again? Time
I do know that last year at this
time, ANLT was selling for about what it does now. And
then it made a major move to 54 after the 1st quarter
ER. Perhaps lightning will strike twice, perhaps not.
If you want to know the ANLT short story do a
list search for the names "exgis" and "hcor". It's all
The position they were trying to flush is still out
there and riding right along side the position is the
idealogy of slash and burn.
While your perusing
the archives, think about *what* those two were
trying to do and how they were doing
I'm long on ANLT, but I cashed out all my margin
shares today at $35. I feel one more ride down below $30
before earnings. Just a hunch, no real support for that.
Other than being a shareholder since '95.
My general response is apples are not
You need to know what diet(investment) you want to be
on and then find out which variety of
fruit(instrument)works best for you.
that buying on margin is inherently risky. In your
>opinion, is there something about this stock, other than
the >volatility of late, that makes it more so?
Buying on margin is not necessarily "inherently
risky"...there are advantages and disadvantages (risks and
I am not concerned with short
term volatility (for that matter I have always
expected some long term swings) the nature of this stock
and their positioning make good match with on section
of my portfolio. My point was margin shares may be
borrowed (shorted), and that is one contributing factor in
the July to Sept slide.
>For example, I
would conclude, based on a very limited review,
>that BTIM would be a risky stock to leverage--given
that it has >not turned a profit
Biotime is a biotech development company trying to
product(s) to market (that in itself spells risk). BTIM is
not a company you evaluate based on realized profit.
The fact it has been stalked by a professional
shorter, and other players trying to ride the momentum,
means every share not delivered provides the short
interest with more shares to borrow
>While ANLT, on the other hand, has continued to grow
earnings >at a rather remarkable pace. Granted, if this
pattern fades, or >reverses, margin would certainly be
Certainly we all hope that growth is aggressively and
effectively managed. If it is not, margin accounts feed the
short interest. Remember that shorting is not
necessarily linked to the bottom line and existing
Just my thoughts and opinions...exp