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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Tunica Albuginea who wrote (13881)8/11/2000 10:06:54 AM
From: Kevin Podsiadlik  Respond to of 18998
 
Are you seriously comparing pinky to Gary Wendt?

Actually, YOU are.

Why else would you be referring to Wendt's achievements by the strange term of "calls"?

Let's have his bio here

Oh right. Would you like his address and phone number, too?

Rather than P$nk vs. Wendt, I draw the battle lines this way:

"Conseco is not GE Capital" vs. "Conseco is not First Plus"

Now how do you like the odds?



To: Tunica Albuginea who wrote (13881)8/12/2000 12:16:20 PM
From: Mad2  Read Replies (2) | Respond to of 18998
 
Re: Wendt at GE
GE has access to capital at a lower cost than any industrial/finance company
Wendt's tenure at GE coinsided with the a period of prosperity, with declining capital cost's. Further, GE's rich PE provides the ability to buy growth cheaply.
No doubt the guy was part of GE's sucess, but I'd be careful attributing too much to his ability, ignoring the role of GE rail, manufacturing's and financial strength in the whole picture (eg Welsh an others).
GE's an eagle.....with CNC looking more like a turkey.....
Ever see a turkey fly?
mad2