Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (3987)	10/11/1998 4:41:00 PM
From: andrew krull	of 18998

Mr. Pink: Yield curve getting curvacous! Do you buy the hedge fund unwinding positions-flight to cash story or are we seeing a new rate cut in the near future? Either way sub-prime junk will not find a home easily. Shorted ACF Friday. Also shorted PVN at 46, lousy fill. Will consider increase in PVN position, 8X book! Will you cover FP? Short: FP, REXI, MSTR, ACF, PVN and TNSI. Long: FA, CFWY, AXR, LNCC and AGX. Andrew

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