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 (821)	1/18/1998 9:26:00 PM
From: andrew krull	Read Replies (2) of 18998

Mr. Pink Hope you enjoy your vacation. Looking forward to your comments on PM. Looks like an interesting story. Have you followed the PICO-Western Water developments? What is your opinion on PICO? Recently you mentioned Biovail(BVF) as a short candidate. What is your position here? Speaking of shorts, are you adding Brightpoint (Cell) to your growing list. Lennar took a hit on Friday, but I couldn't find any news. If anything their business looks better and better. I am also a depositor at Independence and just sent out my order. I bought Bayridge and Ocean Federal too. They appreciated nicely, but they took a while and actually traded below IPO price initially. There is a lot of interest in Indepedence, I even noticed ads in the classifed about people trying to sell their rights! Andrew

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