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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 (964)2/16/1998 9:45:00 PM
From: valueminded  Read Replies (1) of 18998
 
Mr. Pink

I appreciate your advice, and you are wise for your years. (of course once you hit puberty, I may not be able to say that <g>) I have posted a preliminary analysis on my thoughts on CCSI as message #1050 under that subject. If you wouldn't mind quickly reviewing and giving me your feedback on areas I am missing in the analysis, I would appreciate it.

ps. thanks for the initial radar indicator on AHG. I picked up a pretty good size position in the low 12's.

Any comments on yum or gmh at these prices ? My initial due diligence suggests that yum is waayy undervalued at these prices even with its debt load.
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