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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 (1906)7/27/1998 3:02:00 PM
From: Y2k_fan   of 18998
 
Pinky, I have to say that you are a genius.

Even though I did not quite like your style. But Bill Wexler and your study on TAVA gave me alert. I sold all my TAVAs at 10+ and made a nice profit. I now suspect that TAVA loaned money to make last quarter look profitable. This is very BAD, IMHO. Now I wake up and I am sadly looking the TAVA bubble to burst.

I am now shorting SIR/SRCM/YHOO/AVNT/ZONA, all well in the money now.
For SRCM and YHOO, I went for naked calls on the premium, should be safe enough. I also shorted DSTM at 20, covered at 15.

Have to thank you on this.
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