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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 (724)1/4/1998 6:18:00 AM
From: valueminded  Read Replies (1) of 18998
 
Mr. Pink:

Please keep up the thread - and the harassing on the short side. I for one have benefitted as it enabled me to exit twti with only a small loss. Your commentary forced me to take a closer look at it and realize it for the sham I believe it is.

Couple of questions for you. Looking for event driven stocks is certainly a way to mitigate the risks . Some of the events such as spinoffs I am aware of but are there other events that you look for. ie. the effect of the asian crisis on companies etc. Would appreciate any material - reading or tips that you could forward here.

Now to another question. I see you have actrade as a short and it certainly deserves it. Read the 10K and I have a very hard time seeing value much over 2x book. (Certainly in the single digits) But I also see that this is true for a number of other companies.

My current favorite - one I am sure you are aware of is Amazon. Nothing wrong with the company per-se as a matter of fact I order books from them. But at 10% of the sales of Barnes and Noble do they deserve 70% of the capitalization ? This business (book reselling) is not a high margin business. Please give me your thoughts on this.

thanks
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