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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 (12608)1/23/2000 10:43:00 AM
From: RockyBalboa  Read Replies (1) of 18998
 
Mr. Pink.

First, take a bow for your recent picks especially Metamor, Methode Man and Spatialight. Especially Methode impresses me even more because some weakening almost chickened me out here. ...but then the buy reco came in time....

Then, your arb scenario thought in MMWW/XPDR played out excellent...I see that it did not turn into another MALL/UBID.
All in all tremendous calls.

On another note, I bailed out of Mercer.
This is only my personal view here and may have nothing to do with your reasons to buy it or an impending turnaround in Pulp & Paper ... Watching a replay of "Pulp Fiction" a few days ago, I came to that decision.

In fact it may be temporary and has to do with the clouds hanging over Germany, the recently discovered bribery inside the so called Christian Democrats ( ... an oxymoron) and a possible fallout from further investigations into the privatisation agency (BVS) (Keyword: "Leuna") and their murky deals..., then the outlandish wage claims (%hikes beating the productivity gains, leaving little room for fundamental improvements to the companies) by the German Unions...etcetera.

But then it fits my neutral view on Europe (except European telcomms).
Just my humble two-bits. And please, don't take it as an offense.
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