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

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To: ItsAllCyclical who wrote (17180)10/11/2002 3:20:12 PM
From: Kevin Podsiadlik  Read Replies (1) of 18998
 
So you dismiss a recap of why EP went down this week as "not ahead of the curve", and cite a ten-month-old annual report as supporting evidence? Back when that report was written, Enron was thought of an isolated case and it's wasn't considered fair to lump Dynegy and Calpine in with it.

But more germane to Cramer's article, is this really a trend worth bucking? Do you expect EP, even if clean, to be cleared of guilt by association next week? EP doesn't have to go to zero for it to be worth shorting at $6.
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