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

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To: limit who wrote (12190)12/3/1999 2:04:00 AM
From: Mad2  Read Replies (1) of 18998
 
limit, I don't pay any attention to intraday. I play positions, with attention to fundamentals (ie improving) and use chart (volume and price) for entry point
P$nks event picks fit nicely into my scope......like MMWW (and UIHIA, DBCC, MALL)......even BID.TO, despite the fact it was (and still is) a POS, it was a great trade and nice that even his crappy ones have done well.
MMWW is a cheap entry into a hot sector and will be worth comming back to after the spin (assuming it sells off after XPDR and comes to a reasonable reentry.....<25) like UIHIA (now UCOMA)
My take is corporate IT depts have a vested interest in maintaining as much of the corp budget as they can keep.....which means selling the CFO/CEO on e-commerce initatives (thus all the excitement about XPDR and others in that sector)......this is what the board's want to hear about (e-commerce = corporate governance, the politically correct thingy)
Mad2
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