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 (6424)	1/28/1999 1:21:00 PM
From: marketmover	Read Replies (2) of 18998

To:Mr. Pink Re: NMR, GMH, LBTYA I enjoy your deep value and crazy internet offerings, but may we talk about some real companies for a moment? NMR -- is a natural monopoly, a 12% grower and a potential master of the internet. Look for them to beat estimates by a few cents, push out much of the capex and show meaningful progress from internet measurement. GMH -- is Loral's wet dream. 2x LOR's margins in satellite construction and no debt. Back out DirectTV and youre buying market leaders at 6X EBITDA. A major announcement is coming about a satellite broadband initiative that is years ahead of LOR's CyberStar. LBTYA -- is like buying Berkshire Hatahaway ten years ago. Just own it. C'mon, Pink, you know in your heart that media/communication stocks will cream value again this year with much more permanace to the gains than your internet stocks.

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