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

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To: JEFFLUST@AOL.COM who wrote (12438)1/7/2000 9:39:00 PM
From: Peter V  Read Replies (2) of 18998
 
MICT, TRIH, HDTV, and I am sure there are others....these have value, a solid business plan, and something called earnings

Hey Jeff, you might want to look at HDTV's and MICT's financials before you speak. Neither has earnings, and in fact they have a negative book value, and HDTV trades at 800 times sales (MICT trades at only 9.5 times sales). They are speculative P!nk picks, but both have paid out handsomely.

TRIH recently has positive earnings, but it trades at a low PS ratio of .33, and until recently, it was trading BELOW book value. AGX has earnings, low PS, PE and PB ratios. These are examples of the P!nk value picks.

I'm long in 2 of the 4 mentioned here, and I thank Mr. P for these fine stock ideas. But Jeff, please do your homework to understand what you are getting into. Don't rely solely on a deranged man in a tattered bathrobe who frequently forgets his medication and sits at his keyboard muttering to himself as he types away, constantly referring to himself in the third person with grandiose terms. Even if he is correct 9.9 times out of 10.
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