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 (1388)	4/6/1998 11:21:00 PM
From: andrew krull	Read Replies (3) of 18998

Mr. Pink perhaps we can get back to investment analysis. Any comment on AGX? AGX is trading at about 1.3X book. It is headed by Bill Stiritz, the former CEO of RAL. Many large cap funds, who owned RAL, cannot own a small cap stock like AGX and must sell it. There might be some more selling in the near future. It sounds almost like a chapter out of Joel's book. You mentioned AGX before, what's your opinion? Andrew

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