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 (16345)	2/26/2002 1:21:45 PM
From: alan	Read Replies (1) of 18998

Mr. Pink - you and your followers might want to consider shorting Alpharma (ALO _ $22). They delayed the eps report today which I find very interesting. Its a pharma roll-up with a very sorted history - revenue restatements, etc. They buy generic and animal health operations to create the appearance of "groth". The is a ton of debt. The eps this q are negative on an operating basis and the street has a hockey stick recovery built in for the second half. I spent a great deal of time with the company and this recovery is not going to happen. with the debt you could get a single digit stock in no time. thanks for your consideration of my humble analysis oh great one.

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