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 (1304)	4/6/1998 12:36:00 PM
From: valueminded	Read Replies (1) of 18998

Mr. Pink: Thanks for comments. CFWY looks waaay cheap. Any commentary why they should be so far below their peer group. I noticed you put their ebitda at 2.5x of enterprise value. I come up with about 7x based on ttm. I sold my AHG, the day the deal fell through. I didn't like the sounds of what I heard and something seems a little strange. Decided to invest in some calls in the May frame and see what pans out by then. One last question, I bought some ESOL based on advice without doing my own due diligence. Subsequent investigations show it to have a ebitda/enterprise value >20 i.e not the best value. My question for you is are you aware of their managment and how do you rate them if you know them ? thanks

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